A Five-Week Investment and Retirement Planning Class

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Everyone from beginners to experienced investors will find this legendary, thirty-years-running series of great interest. Topics include:
  • How do I know I can afford to retire?
  • The 3 biggest mistakes investors make in retirement
  • Why your investment strategy must change for retirement
  • What assets should I include in my portfolio? (More than you think!)
  • Rebalancing is essential. When? Why? How?
  • Why dividend only reinvesting is dangerous to your wealth
  • Why your bank CD and Annuities should cause you sleepless nights
  • The least talked about investing risk retirees face
  • If your goal is to beat the market, you've got it all wrong
Also covered—advantages and disadvantages of different annuities, different types of retirement accounts, how economic hedging and asset allocation can fit your individual profile.

Course taught by two extremely qualified instructors (with over 50 years of cumulative investment experience).

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Class Details

5 Sessions
Weekly - Wed

De Anza College, E & S Quad

James Curran 



Schedule Information

Date(s) Class Days Times Location Instructor(s)
2/8/2017 - 3/8/2017 Weekly - Wed 6:30 PM - 8:30 PM Cupertino, De Anza College, E & S Quad  Map, Room: S-56 James Curran