Retirement Courses

Recent academic research indicates that a fundamental shift in Retirement planning for the Baby Boomer Generation could be necessary. This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as Income Planning, Social Security Maximization, and the pitfalls to avoid. You will receive financial tools to help you better understand risk, taxes, budgeting, and estate planning.

Tuition – $47.00
• Couples may attend for a single tuition cost
• Tuition includes all course materials

What You Will Learn:

  • 81 ways to take Social Security & what could work for YOU.
  • Which Medicare options are available to you.
  • How to develop an income plan.
  • How to possibly eliminate the fear of running out of money.
  • Why sequence of return risk is the biggest risk for your retirement.
  • Why retirees pay too much taxes and how you could avoid overpaying.
  • Questions to ask a potential advisor.
  • Optimal asset allocation in retirement.

Who Should Attend?:

  • Individuals and couples between the ages of 50 and 70.
  • Those concerned about our financial markets & wanting to prepare for the next recession.
  • Investors looking for new perspectives or ideas.
  • Baby Boomers looking for guidance based on recent academic research.

Front Range Community College – Westminster

Part One: Tuesday, June 11th  6:30-8:30 PM

Part Two: Tuesday, June 18th  6:30-8:30 PM

This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as Income Planning, Social Security Maximization, and the pitfalls to avoid.

If you'd like to bring a guest with you, please provide us with their information so that we may RSVP:

Tuition – $47.00
• Couples may attend for a single tuition cost
• Tuition includes all course materials

3645 W. 112th Avenue, Classroom #C0578, Westminster, CO 80031 

Part One: Thursday, June 13th, 6:30-8:30 PM

Part Two: Thursday, June 20th, 6:30-8:30 PM

This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as Income Planning, Social Security Maximization, and the pitfalls to avoid.

If you'd like to bring a guest with you, please provide us with their information so that we may RSVP:

Tuition – $47.00
• Couples may attend for a single tuition cost
• Tuition includes all course materials

3645 W. 112th Avenue, Classroom #C0578, Westminster, CO 80031 

Front Range Community College – Boulder County Campus

Part One: Tuesday, July 9th, 6:30-8:30 PM

Part Two: Tuesday, July 16th, 6:30-8:30 PM

This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as Income Planning, Social Security Maximization, and the pitfalls to avoid.

If you'd like to bring a guest with you, please provide us with their information so that we may RSVP:

Tuition – $47.00
• Couples may attend for a single tuition cost
• Tuition includes all course materials

2121 Miller Dr. Classroom TBA, Longmont, CO 80503

Part One: Thursday, July 11th, 6:30-8:30 PM

Part Two: Thursday, July 18th, 6:30-8:30 PM

This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as Income Planning, Social Security Maximization, and the pitfalls to avoid.

If you'd like to bring a guest with you, please provide us with their information so that we may RSVP:

Tuition – $47.00
• Couples may attend for a single tuition cost
• Tuition includes all course materials

2121 Miller Dr. Classroom TBA, Longmont, CO 80503

The University of Colorado – Humanities Building

Part One: Tuesday, July 30th, 6:30-8:30 PM

Part Two: Tuesday, August 6th, 6:30-8:30 PM

This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as Income Planning, Social Security Maximization, and the pitfalls to avoid.

If you'd like to bring a guest with you, please provide us with their information so that we may RSVP:

Tuition – $47.00
• Couples may attend for a single tuition cost
• Tuition includes all course materials

1610 Pleasant St, Classroom 125, Boulder, CO 80309

Part One: Tuesday, August 1st, 6:30-8:30 PM

Part Two: Tuesday, August 8th, 6:30-8:30 PM

This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as Income Planning, Social Security Maximization, and the pitfalls to avoid.

If you'd like to bring a guest with you, please provide us with their information so that we may RSVP:

Tuition – $47.00
• Couples may attend for a single tuition cost
• Tuition includes all course materials

1610 Pleasant St, Classroom 125, Boulder, CO 80309

Red Rocks Community College – Arvada Campus

Part One: Tuesday, August 20th, 6:30-8:30 PM

Part Two: Tuesday, August 27th, 6:30-8:30 PM

This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as Income Planning, Social Security Maximization, and the pitfalls to avoid.

If you'd like to bring a guest with you, please provide us with their information so that we may RSVP:

Tuition – $47.00
• Couples may attend for a single tuition cost
• Tuition includes all course materials

10280 W. 55th Avenue, Classroom TBA, Arvada, CO 80002

Part One: Tuesday, August 22nd, 6:30-8:30 PM

Part Two: Tuesday, August 29th, 6:30-8:30 PM

This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as Income Planning, Social Security Maximization, and the pitfalls to avoid.

If you'd like to bring a guest with you, please provide us with their information so that we may RSVP:

Tuition – $47.00
• Couples may attend for a single tuition cost
• Tuition includes all course materials

10280 W. 55th Avenue, Classroom TBA, Arvada, CO 80002

Retirement Courses

A comprehensive personal finance course covering topics like Income Planning, Social Security, and Minimizing Taxes.

Learn More!

Dinner Seminars

Stay tuned for our upcoming complimentary dinner seminar event, covering topics like Income Planning, Social Security, Taxes.

Learn More!

Workshops for Women

Check back soon for more information
on our exciting upcoming
Workshop For Women events!

Learn More!
June 2019
MondayTuesdayWednesdayThursdayFridaySaturdaySunday
May 27, 2019May 28, 2019May 29, 2019May 30, 2019May 31, 2019June 1, 2019June 2, 2019
June 3, 2019June 4, 2019June 5, 2019June 6, 2019June 7, 2019June 8, 2019June 9, 2019
June 10, 2019June 11, 2019

6:30 pm: Retirement Course: Front Range Community College - Westminster Session One

6:30 pm: Retirement Course: Front Range Community College - Westminster Session One
June 12, 2019June 13, 2019

6:30 pm: Retirement Course: Front Range Community College - Westminster Session Two

6:30 pm: Retirement Course: Front Range Community College - Westminster Session Two
June 14, 2019June 15, 2019June 16, 2019
June 17, 2019June 18, 2019

6:30 pm: Retirement Course: Front Range Community College - Westminster Session One

6:30 pm: Retirement Course: Front Range Community College - Westminster Session One
June 19, 2019June 20, 2019

6:30 pm: Retirement Course: Front Range Community College - Westminster Session Two

6:30 pm: Retirement Course: Front Range Community College - Westminster Session Two
June 21, 2019June 22, 2019June 23, 2019
June 24, 2019June 25, 2019June 26, 2019June 27, 2019June 28, 2019June 29, 2019June 30, 2019

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