Retirement Classes
Plan for your retirement today and secure a better future for tomorrow. Our classes will help you with the following:
- Life Planning for Retirement
- Retirement Plan Distributions
- Retirement Needs & Expenses
- Investments
- Retirement Obstacles & Mistakes
- Risk Management & Asset Protection
- Sources of Retirement Income
- Estate Planning
Classes Now Enrolling!
The total cost of your two-day retirement course is $49, which includes your 200+ page textbook with all of the information you need.
Course Overview
Life Planning for Retirement
Life Planning for Retirement
Retirement Plan Distributions
Retirement Plan Distributions
Retirement Needs and Expenses
Retirement Needs and Expenses
Investments
Investments
Retirement Obstacles and Mistakes
Retirement Obstacles and Mistakes
Risk Management and Asset Protection
Risk Management and Asset Protection
Sources of Retirement Income
Sources of Retirement Income
Estate Planning
Estate Planning
About the Instructors
Meet Our CFP® Board Certified Instructors Guiding You
Through the Retirement Planning Process

As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $2 billion in assets under management and has grown their client base to over 2,160 in just ten years of the firm opening. When Joe began working with Pure Financial in 2008, they had almost no clients, negative revenue and no […]

Mike has been assisting families with personal financial planning for more than 20 years. Mike is a MBA graduate from Pepperdine University, and successfully earned the CFP® certification in 2003 after completing the educational course requirement at UC Irvine. Mike’s experience includes three years as an Investment Advisor with a leading Wall Street investment firm, […]

Jake Greenberg is a CERTIFIED FINANCIAL PLANNER™ specializing in comprehensive financial planning. He is committed to helping his clients develop sound financial strategies in order to get them to and through retirement using the most tax efficient and cost efficient methods possible. Prior to joining Pure Financial, Jake was a lead strategist in charge of running the […]