Retirement and Investment Planning Made Easy! / 057

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Our Retirement and Financial Planning Made Easy course is designed for anyone approaching or in retirement with a desire for peace of mind.

Ever-changing tax laws, Social Security’s uncertain future, and shifts toward employee-directed retirement plans (401k, 403b, 457) make savvy retirement and financial planning strategies an economic necessity.

Whether you’re self-employed, own a small business, or are a corporate or government employee, this course explains retirement and investment planning complexities so you can make informed decisions.

This course was developed to help you answer these questions:  Can I afford to retire now?  Can I finally make work optional?  How do I generate a growing income stream? Why your Bank CD’s and Annuities should cause you sleepless nights?  What assets should I include in my portfolio? What is the most dangerous and least understood risk retiree’s face? What can I do to minimize the 401k tax trap? Is your portfolio structured for the accumulation phase of investing (you could be in for an unpleasant surprise)?

You’ve worked hard to save for retirement. How can you turn your wealth into the income needed to last your lifetime?

Please join us for 10 hours of financial insight that could change your life! 


Class Details

5 Sessions
Weekly - Wed

De Anza College, G Building

James Curran 



Schedule Information

Date(s) Class Days Times Location Instructor(s)
10/4/2017 - 11/1/2017 Weekly - Wed 6:30 PM - 8:30 PM Cupertino, De Anza College, G Building  Map, Room: G-6 James Curran