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 – Boulder County Campus

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

Part Two: Tuesday, October 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.

REGISTRATION CLOSED

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, October 3rd, 6:30-8:30 PM

Part Two: Thursday, October 10th, 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.

REGISTRATION CLOSED

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

2121 Miller Dr. Classroom TBA, Longmont, CO 80503

Red Rocks Community College – Arvada Campus

November 12th 6:00-9:00 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.

Tuition – This is a COMPLIMENTARY event.

10280 W 55th Ave. Classroom #9220 Arvada,CO 80002

November 14th 6:00-9:00 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.

Tuition – This is a COMPLIMENTARY event.

10280 W 55th Ave. Classroom #9220 Arvada,CO 80002

Front Range Community College – Westminster Campus

December 3rd 6:00-9:00 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.

Tuition – $47.00
• Couples may attend for a single tuition cost

• Tuition includes all course materials

3645 W. 112th Ave. Classroom C0578 Westminster, CO 80031

December 5th 6:00-9:00 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.

Tuition – $47.00
• Couples may attend for a single tuition cost

• Tuition includes all course materials

3645 W. 112th Ave. Classroom C0578 Westminster, CO 80031

The University of Colorado

December 3rd 6:00-9:00 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.

Tuition – $47.00
• Couples may attend for a single tuition cost

• Tuition includes all course materials

Hellems Building, Room 255 Boulder, CO 80309

December 5th 6:00-9:00 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.

Tuition – $47.00
• Couples may attend for a single tuition cost

• Tuition includes all course materials

Hellems Building, Room 255 Boulder, CO 80309

Front Range Community College – Westminster Campus Dec 7th

December 7th 9:00-12:00 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.

Tuition – $47.00
• Couples may attend for a single tuition cost

• Tuition includes all course materials

3645 W. 112th Ave. Classroom C0578 Westminster, CO 80031

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!

Events in October 2019

  • Retirement Course: Front Range Community College – Boulder County Campus Session One
  • Opportunity Zones: Tax Deferral, Tax Reduction, and Tax Elimination
    Retirement Course: Front Range Community College – Boulder County Campus Session Two
  • Retirement Course: Front Range Community College – Boulder County Campus Session One
  • Retirement Course: Front Range Community College – Boulder County Campus Session Two

REQUEST YOUR PERSONAL COMPLIMENTARY FINANCIAL REVIEW

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