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
Advanced registration is required for all courses.
Classes We Offer
Retirement Course
9:00am - 12:00pm
Palomar College San Marcos
1140 West Mission Road San Marcos, CA 92069
Retirement Course
6:30pm - 9:30pm
University of San Diego
5998 Alcala Park, San Diego, CA 92110
Retirement Course
9:00am - 12:00pm
Southwestern Community College
900 Otay Lakes Road Chula Vista, CA 91910
Retirement Course
6:30pm - 9:30pm
University of San Diego
5998 Alcala Park, San Diego, CA 92110
Retirement Course
6:30pm - 9:30pm
Southwestern Community College
900 Otay Lakes Road Chula Vista, CA 91910
Retirement Course
6:30pm - 9:30pm
Escondido Adult School
220 W Crest St Escondido, CA 92025
About The Instructor
Joseph Anderson
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 ranked 153 out of 715 RIA’s nationwide by total assets under management by Financial Advisor Magazine (2020) and was ranked one of the 300 Top U.S. Registered Investment Advisers (2020) by Financial Times. (The list recognizes top independent RIA firms from across the U.S.) Pure...
Read MoreAbout The Instructor
Jake Greenberg
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 the financial planning department for a fee-only financial planning firm. At Pure, he is able to utilize his expertise in cash flow management, retirement planning, estate planning, investment management, tax analysis, and insurance planning to develop unbiased and uniquely tailored strategies for his clients’ complex...
Read MoreWhat You'll Learn
Financial Concerns
Financial Concerns
Retirement Income
Retirement Income
Tax Strategies
Tax Strategies
Investments
Investments
Social Security
Social Security
Enjoying Retirement
Enjoying Retirement
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 retirement course today and set yourself up for a secure future!
Register Today Give Us a Call