Educational Workshops

We’re committed to helping you make informed decisions about your financial future.

We hold in-depth education workshops for the community and invite clients to attend these as well. We offer two different courses to meet your retirement planning goals.

These courses consist of 4 to 6 hours of classroom instruction covering a broad range of retirement planning topics and are held at local colleges and universities. All instruction is provided in a casual setting and is led by

Both require a small course fee, which includes the cost of a comprehensive course text for participants to take home.

Please contact us for details, fees, and to discuss which course is most appropriate for you.


Upcoming Workshops

Retirement Planning Today (2-day, 6-hour course)

     Claremont Graduate University in Claremont

  • Saturday Morning Session: September 30th and October 7th
  • Wednesday Evening Session: October 4th and October 11th

IDEAL for pre-retirees and those recently retired

Attend this course and learn how to:

  • Determine the amount of money you need to retire
  • Create your own goals for a successful retirement
  • Eliminate debt and improve your cash flow
  • Properly convert your IRA to a Roth IRA
  • Select the retirement plan distribution choice that is right for you
  • Plan your retirement income to preserve a comfortable standard of living
  • Transfer the risk of potential financial losses before or during retirement
  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

Retirement Elevated

     Chaffey College in Rancho Cucamonga

  • Tuesday Evening Session: October 10th and October 17th (6:30 pm - 9 pm)
  • Saturday Session: October 21st (9 am-1 pm)

     Claremont Graduate University in Claremont

  • Thursday Evening Course: November 2 and November 9 (6:30 pm - 9 pm)
  • Saturday Session: November 11th (9 am-1 pm)

IDEAL for those already retired

Attend this course and learn how to:

  • Become more mentally, physically and socially active
  • Calculate your IRS-required minimum distributions
  • Determine how many years your retirement savings may last
  • Allocate your assets to minimize risks and maximize income
  • Use new tax laws to your advantage
  • Make sure your heirs don’t “blow” their inheritance
  • Use five estate tax reduction techniques

Register for an event

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