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.

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 – Classroom #125

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, Arvada, CO 80002 – Classroom #7155

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, Arvada, CO 80002 – Classroom #7155

Front Range Community College – Westminster Campus – Room #C0578

Part One: Tuesday, September 17th 6:30-8:30 PM

Part Two: Thursday, September 19th  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

Westminster Campus – Room #C0578
3645 W. 112th Ave. Westminster, CO 80031

Part One: Tuesday, September 24th 6:30-8:30 PM

Part Two: Thursday, September 26th  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

Westminster Campus – Room #C0578
3645 W. 112th Ave. Westminster, CO 80031

Front Range Community College – Boulder County Campus

Part One: Tuesday, September 24th, 6:30-8:30 PM

Part Two: Tuesday, October 1st  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, September 26th, 6:30-8:30 PM

Part Two: Thursday, October 3rd, 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

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!
July 2019
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