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Educate Yourself Today For a Better Future Tomorrow

Retirement Courses in San Diego

 

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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.

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About The Instructor

Joseph Anderson

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 assets under management. Joe’s leadership skills and innovative thinking has led him to create a unique business model where he utilizes sales, marketing and service strategies to get Pure Financial to where it is today. Pure Financial, a Registered Investment Advisor (RIA), was ranked 164...

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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.

 

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What You'll Learn

Financial Concerns

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.

Retirement Income

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.

Tax Strategies

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.

Investments

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.

Social Security

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.

Enjoying Retirement

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!


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