Events
Reserve your seat for one of our upcoming workshops. We discuss timely matters like:
Maximizing Social Security
Tax Planning
Women and Investing
Creating a Safe Income Stream for Retirement
Principles of Retirement Planning
We Teach a Variety of Financial Courses throughout the Year
Maximizing Social Security
January 22, 2019 6:00p - 8:00p Pacific Standard Time
Ventura Adult and Continuing Education
Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!
Maximizing Social Security
January 23, 2019 6:00p - 8:00p Pacific Standard Time
Ventura Adult and Continuing Education
Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security and other sources of retirement income!
Tax Advantaged Planning
February 19, 2019 6:00p - 8:00p Pacific Standard Time
Ventura Adult and Continuing Education
A classroom course for those approaching or in retirement; teaching the principles of sound tax and retirement income planning with emphasis on the tax code changes. This course focuses on financial terms and concepts that are important to retirement. Plus, it explains strategies designed to accomplish common objectives such as tax efficient withdrawals, lifestyle preservation and providing a legacy. Both retirees and pre-retirees will benefit from attending this class.
Tax Advantaged Planning
February 20, 2019 6:00p - 8:00p Pacific Standard Time
Ventura Adult and Continuing Education
A classroom course for those approaching or in retirement; teaching the principles of sound tax and retirement income planning with emphasis on the tax code changes. This course focuses on financial terms and concepts that are important to retirement. Plus, it explains strategies designed to accomplish common objectives such as tax efficient withdrawals, lifestyle preservation and providing a legacy. Both retirees and pre-retirees will benefit from attending this class.
Maximizing Social Security
March 19, 2019 6:00p - 8:00p Alaskan Standard Time
Ventura Adult and Continuing Education
This course provides a fundamental working knowledge of the Social Security program as it applies to retirement planning. The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow & widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize your benefits while developing an income stream in retirement. This is not a financial seminar; this is a financial course of study where you will leave with the knowledge and information needed to make decisions about Social Security benefits.
Maximizing Social Security
March 20, 2019 6:00p - 8:00p Pacific Standard Time
Ventura Adult and Continuing Education
This course provides a fundamental working knowledge of the Social Security program as it applies to retirement planning. The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow & widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize your benefits while developing an income stream in retirement. This is not a financial seminar; this is a financial course of study where you will leave with the knowledge and information needed to make decisions about Social Security benefits.
Tax Advantaged Planning
April 23, 2019 6:00p - 8:00p Pacific Standard Time
Ventura Adult and Continuing Education
A classroom course for those approaching or in retirement; teaching the principles of sound tax and retirement income planning with emphasis on the tax code changes. This course focuses on financial terms and concepts that are important to retirement. Plus, it explains strategies designed to accomplish common objectives such as tax efficient withdrawals, lifestyle preservation and providing a legacy. Both retirees and pre-retirees will benefit from attending this class.
Tax Advantaged Planning
April 24, 2019 6:00p - 8:00p Pacific Standard Time
Ventura Adult and Continuing Education
In this course, you will help you understand the recent tax changes and what it means for you and your retirement. The largest tax reform in over three decades is now upon us and may shake up the lives of millions of Americans. It could redistribute the country’s wealth, possibly sway decisions about how you save for retirement and possibly impact you and your family. You will learn what you need to know about the 2018 tax year changes. The time to be prepared is now.