Retirement Workshops

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
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The total cost of a comprehensive in-person retirement course is $49, which includes your 200+ page textbook with all of the information you need. Our online events are free.

Orange County

next class
12
DEC
2023
UPCOMING CLASSES

Course Overview

Life Planning for Retirement

Life Planning for Retirement

Before diving into the financial side of your retirement goals, you should have a clear idea of your lifestyle goals and aspirations. Do you plan on traveling? Perhaps volunteering or pursuing a hobby? Whatever your heart desires, our course will help you lay out a map so that everything else will fall into place.

Retirement Plan Distributions

Retirement Plan Distributions

Address the crucial decisions you must make about your retirement plans when you retire, such as choosing a proper distribution plan. Learn strategies to minimize taxes on your retirement income and avoid tax penalties of up to 50%.

Retirement Needs and Expenses

Retirement Needs and Expenses

How much money will you need to retire? Whether you think you are ready to retire today, or in ten years, this course will examine your readiness based on your annual income and give you an estimate of how much you can afford to spend during retirement based on your life plan.

Investments

Investments

Become more familiar with stocks, bonds, cash accounts, individually managed accounts, exchange-traded funds and tax-deferred annuities. Learn strategies to help you position yourself for better returns on your investments with lower possible risks.

Retirement Obstacles and Mistakes

Retirement Obstacles and Mistakes

Learn how to avoid the ten biggest retirement planning mistakes to help secure a worry-free retirement. You will also learn several strategies for saving money on this year’s taxes from our financial advisors.

Risk Management and Asset Protection

Risk Management and Asset Protection

Review strategies designed to protect you from potential financial loss before or during retirement. Learn what questions you should ask when purchasing insurance coverage. Investigate several aspects of long-term health care and compare different types of life insurance so you can make informed decisions.

Sources of Retirement Income

Sources of Retirement Income

There are several ways to save for retirement; learn the advantages and disadvantages of each. Find out the benefits of converting your IRA to a Roth IRA, and whether you should make the conversion over one or multiple years based on your tax bracket. Take a look at your employer-sponsored retirement plans and Social Security benefits so you’re prepared for future decisions you must make.

Estate Planning

Estate Planning

Plan for today and for your future. Learn about the changing nature of today’s tax laws and the strategies used to minimize or eliminate income. Become familiar with estate and gift taxes, expenses, delays and legal challenges following your death.

About the Instructors

Meet Our CFP® Board Certified Instructors Guiding You

Through the Retirement Planning Process

Joseph Anderson
CEO & President
Joseph Anderson
CEO & President

As CEO and President, Joe Anderson has created a unique, ambitious business model utilizing advanced service, training, sales, and marketing strategies to grow Pure Financial Advisors into the trustworthy, client-focused company it is today. Pure Financial, a Registered Investment Advisor (RIA), was ranked 15 out of 100 top ETF Power Users by RIA channel (2023), was […]

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Mike Pash
Managing Director, Irvine & Seattle
Mike Pash
Managing Director, Irvine & Seattle

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, […]

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Jake Greenberg
Managing Director, Brea, Los Angeles & Chicago
Jake Greenberg
Managing Director, Brea, Los Angeles & Chicago

Jake Greenberg is a CERTIFIED FINANCIAL PLANNER™ professional 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 […]

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Plan for Your Retirement Today

Our direction in life should not be determined by financial circumstances. Instead, we should learn how to plan our finances in order to support the direction we decide to pursue in our lives.

Join us for a financial planning course designed to help you make informed decisions for retirement. With topics ranging from building a nest egg to converting your IRA to a Roth IRA, our retirement planning courses give you the tools and confidence you need to enjoy the retirement you’ve always dreamed of.

Retirement course tuition ranges from $30-60 depending on location. You will be contacted for payment processing details upon registration. The financial education course comes complete with a 200-page textbook with examples and illustrations, which is yours to keep.

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Experience how we redefine financial planning. It starts and ends with you and your financial goals.
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