Educate Yourself
Today For a Better
Future Tomorrow
Retirement Courses in Orange County
Two-Day Financial Planning Course
Join us for a two-day financial planning course designed to help you make knowledgeable decisions and prepare for your future. In this comprehensive class we cover a wide range of topics and answer the most common questions about retirement. At the conclusion of this course, you will have the tools and roadmap you need to plan for the retirement you’ve always dreamed of.
Educate Yourself
Today For a Better
Future Tomorrow
Retirement Courses in Orange County
Two-Day Financial Planning Course
Join us for a two-day financial planning course designed to help you make knowledgeable decisions and prepare for your future. In this comprehensive class we cover a wide range of topics and answer the most common questions about retirement. At the conclusion of this course, you will have the tools and roadmap you need to plan for the retirement you’ve always dreamed of.
What You'll Learn
1. Financial Concerns
Before jumping into the deep end of the financial side of retirement, you should have a clear picture of the lifestyle and aspirations you envision. Our two-session course will help you create a map so that everything else falls into place.
2. Retirement Income
A difficult challenge in retirement is generating the steady income and maintaining it throughout your lifetime. Learn how to analyze your employer-sponsored retirement plans and Social Security benefits so you are prepared for future decisions you must make.
3. Tax Strategies
Through this course, you will gain knowledge in how to create a tax efficient investment strategy in order to create more flexibility in managing your taxes. Your instructor will explain how to diversify your assets in order to create the highest after-tax net income. 
4. Investments
Become familiar with the different investment vehicles such as cash accounts, stocks, bonds, exchange-traded funds, and tax-deferred annuities. Learn the best strategies  to help you position yourself for better returns on your investments with possibly lower risks.
5. Social Security
Deciding when to take your social security benefits is an important factor when planning for a successful retirement. Discover why the timing for taking your benefits or the benefits of your spouse can impact your bottom line.
6. Enjoying Retirement
Everyone has unique dreams for their retirement. We start every class by making sure we have a clear understanding of your retirement goals because your goals become the foundation for your unique financial plan.
Don't Miss This Opportunity To Set
Yourself Up For Success
People are retiring earlier and living longer.
Without proper planning it is very likely that you will outlive your money.
Don’t wait any longer - register for our two-day course today and set yourself up for a secure future!
Don't Miss This Opportunity To Set Yourself Up For Success
People are retiring earlier and living longer.
Without proper planning it is very likely that you will outlive your money.
Don’t wait any longer - register for our two-day course today and set yourself up for a secure future!
Course Details
Cost 
The cost of the course varies between $30-60 depending on the location.

Textbook
Included in your cost is a 200+ page textbook with all of the information you need

Registration
Advance registration is required for all courses
Classes We Offer
thursday
DEC
12/6/18 & 12/13/18
  • Orange Coast College
  • 2701 Fairview Rd, Costa Mesa, CA 92626
  • 6:30pm - 9:30pm
  • with Bryan Ross
thursday
DEC
12/6/18 & 12/13/18
  • Santiago Canyon College
  • 8045 E Chapman Ave, Orange, CA 92869
  • 6:30pm - 9:30pm
  • with Jake Greenberg
tuesday
DEC
12/11/18 & 12/18/18
  • Orange Coast College
  • 2701 Fairview Rd, Costa Mesa, CA 92626
  • 6:30pm - 9:30pm
  • with Bryan Ross
tuesday
DEC
12/11/18 & 12/18/18
  • Santiago Canyon College
  • 8045 E Chapman Ave, Orange, CA 92869
  • 6:30pm - 9:30pm
  • with Jake Greenberg
SATURDAY
MAR
10 & 17
  • MiraCosta College, Oceanside
  • 1 Barnard Drive Oceanside, CA 92056
  • 9:00am - 12:00pm
  • with Joseph Anderson
WEDNESDAY
MAR
14 & 21
  • MiraCosta College, Oceanside
  • 1 Barnard Drive Oceanside, CA 92056
  • 6:30pm - 9:00pm
  • with Joseph Anderson
THURSDAY
MAR
15 & 22
  • University of San Diego
  • 5998 Alcala Park San Diego, Ca 92110
  • 6:30pm - 9:30pm
  • with Joseph Anderson
THURSDAY
MAR
15 & 22
  • Coronado High School
  • 650 D Avenue, Coronado, CA 92118-2197
  • 6:00pm - 9:00pm
  • with Joseph Anderson
Course Details
Cost 
The cost of the course varies between $30-60 depending on the location.

Textbook
Included in your cost is a 200+ page textbook with all of the information you need

Registration
Advance registration is required for all courses
Classes We Offer
thursday
DEC
12/6/18 & 12/13/18
  • Orange Coast College
  • 2701 Fairview Rd, Costa Mesa, CA 92626
  • 6:30pm - 9:30pm
  • with Bryan Ross
thursday
DEC
12/6/18 & 12/13/18
  • Santiago Canyon College
  • 8045 E Chapman Ave, Orange, CA 92869
  • 6:30pm - 9:30pm
  • with Jake Greenberg
tuesday
DEC
12/11/18 & 12/18/18
  • Orange Coast College
  • 2701 Fairview Rd, Costa Mesa, CA 92626
  • 6:30pm - 9:30pm
  • with Bryan Ross
tuesday
DEC
12/11/18 & 12/18/18
  • Santiago Canyon College
  • 8045 E Chapman Ave, Orange, CA 92869
  • 6:30pm - 9:30pm
  • with Jake Greenberg
Meet Your Instructors
Jake Greenberg
Managing Director, Brea CFP®, ChFC®, AIF®
Jake graduated from California State University, Fullerton with a Bachelor’s Degree in Finance—Investments & Financial Planning. He has been teaching finance classes at various colleges and universities since 2011, and is on the advisory board of Cal State Fullerton’s finance department. Jake is the Managing Director for the Pure Financial Advisor’s Brea location.
Bryan Ross
Financial Planner CFP®, JD, AIF®
Bryan is a financial planner and licensed attorney specializing in comprehensive financial planning. He obtained his Bachelor’s degree in Political Science from the University of California, San Diego, and his Juris Doctorate from Chapman University, Dale E. Fowler School of Law. Bryan has been admitted to the State Bar of California and is a member of the San Diego Bar Association.
Meet Your Instructors
Jake Greenberg
Managing Director, Brea CFP®, ChFC®, AIF®
Jake graduated from California State University, Fullerton with a Bachelor’s Degree in Finance—Investments & Financial Planning. He has been teaching finance classes at various colleges and universities since 2011, and is on the advisory board of Cal State Fullerton’s finance department. Jake is the Managing Director for the Pure Financial Advisor’s Brea location.
Bryan Ross
Financial Planner CFP®, JD, AIF®
Bryan is a financial planner and licensed attorney specializing in comprehensive financial planning. He obtained his Bachelor’s degree in Political Science from the University of California, San Diego, and his Juris Doctorate from Chapman University, Dale E. Fowler School of Law. Bryan has been admitted to the State Bar of California and is a member of the San Diego Bar Association.
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Pure Financial