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.

Upcoming Class Schedule

Front Range Community College – Boulder County Campus
Tuesday, February 18th or Thursday, February 20th – 6:00pm – 9:00pm

The University of Colorado – Hellems Building Classroom 137 – Session One
Part One: Tuesday, March 10th, 6:30-8:30 PM
Part Two: Tuesday, March 17th, 6:30-8:30 PM

The University of Colorado – Hellems Building Classroom 137 – Session Two
Part One: Tuesday, March 12th, 6:30-8:30 PM
Part Two: Tuesday, March 19th, 6:30-8:30 PM

Red Rocks Community College – Arvada Campus – Classroom 7102 – Session One
Part One: Tuesday, March 24th, 6:30-8:30 PM
Part Two: Tuesday, March 31st, 6:30-8:30 PM

Red Rocks Community College – Arvada Campus Classroom 7102 – Session Two
Part One: Thursday, March 26th, 6:30-8:30 PM
Part Two: Thursday, April 2nd, 6:30-8:30 PM

Front Range Community College – Boulder County Campus

The University of Colorado – Hellems Building Classroom 137 

Red Rocks Community College – Arvada Campus – Classroom 7102 

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.

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Workshops for Women

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

Learn More!
February 2020
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January 27, 2020 January 28, 2020 January 29, 2020 January 30, 2020 January 31, 2020 February 1, 2020 February 2, 2020
February 3, 2020 February 4, 2020 February 5, 2020 February 6, 2020 February 7, 2020 February 8, 2020 February 9, 2020
February 10, 2020 February 11, 2020 February 12, 2020 February 13, 2020 February 14, 2020 February 15, 2020 February 16, 2020
February 17, 2020 February 18, 2020 February 19, 2020 February 20, 2020 February 21, 2020 February 22, 2020 February 23, 2020
February 24, 2020 February 25, 2020 February 26, 2020 February 27, 2020 February 28, 2020 February 29, 2020 March 1, 2020

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