Education and Classes
Rejuvenate Your Retirement, Social Security Benefit Options and ABCDs of Medicare Class Information Below
Rejuvenate Your Retirement
Planning Your Income for Life
Making your money last throughout retirement has never been more challenging. People are living longer and fewer retirees have traditional pensions. In recent years, the volatility of the stock and bond markets has been high and interest rates paid by banks have been low. While most retirees are covered by Social Security, this program also faces financial challenges.
This course helps you develop a personalized retirement income plan. Learn how to:
- Determine what percentage of your assets you must withdraw to meet expenses
- Estimate how many years your money may last
- Make any adjustments needed to help your money last longer
- Calculate the impact of investment choices, rate of return and inflation on your plan
Pursue an Active, Healthy & Financially Secure Retirement
Whether your objective is to become more active, give your life a new sense of purpose or make more informed financial decisions, Rejuvenate Your Retirement has something for everyone. This comprehensive course covers all the key issues for retirees. You discover new ways to stay mentally, physically and socially active, as well as learn about important financial topics such as tax reduction planning, investment risk management, health care planning and estate planning. Above all, you discover how to apply this knowledge to help you pursue a more active, healthy and financially secure lifestyle in retirement.
Who Should Attend
While there are many courses available for pre-retirement planning, this unique course focuses on the concerns, issues, and needs that are important to today’s retirees. Whether you’re planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.
Upcoming Classes
Pasadena City College – Sat., August 4th & 11th, 9:00AM – 11:30AM
Pasadena City College – Sat., September 29th & October 6th, 9:00AM – 11:30AM
Glendale Community College – Thurs., October 11th & 18th, 1:00PM – 3:30PM
Glendale Community College – Sat., October 13th & 20th, 9:00AM – 11:30AM
Classes are $39 per couple.
Knowledge is power! Call (626) 396-1650 Register today!
Taxes in Retirement 567
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.
Understand the potential impact taxes have on your retirement income.
If you’re nearing retirement or already retired, you need to understand how taxes (including the new 2018 changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.
Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.
That is why we’ve developed a special seminar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.
Join us at South Pasadena Library for an informational seminar and Insurance Sales Presentation covering Taxes In Retirement.
Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you’ll learn during our seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.
This workshop is strictly educational; no products will be sold or endorsed at the class. The American Financial Education Alliance (AFEA) is not associated with the Social Security Administration or any other government agency.
Attend this seminar and learn about:
- Understand the official new tax reform rules and their impact on your retirement
- The changing rules for a retiring generation of baby boomers
- How lost deductions may affect your taxes in retirement
- Common misconceptions about taxes in retirement
- Possible tools and strategies available to retirees to help develop a retirement tax strategy
- A basic overview of the tax rules as they apply today
- Strategies to help protect yourself against the taxation of your Social Security income
- How rising taxes may affect your retirement cash flow
Upcoming Classes
2 Day Classes(Taxes in Retirement and Social Security):
Crowell Public Library – Tues., July 17th & 24th, 11:00AM – 12:30PM
1 Day Class(Taxes in Retirement):
Arcadia Public Library – Mon., July 30th, 11:00AM – 12:30PM
South Pasadena Library – Tues., August 7th, 11:00AM – 12:30PM
Classes are $0 per couple.
Knowledge is power! Call (626) 396-1650 Register today!
Social Security Benefit Options
WHAT YOU WILL LEARN
As you near retirement, one of the biggest financial decisions you'll need to make is when to begin receiving your Social Security retirement benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans, so it's important to take the time to explore your options and make an informed, well-reasoned decision.
- How to properly file for Social Security benefits
- How to maximize the amount you are eligible for
- How to avoid the most common mistakes people make when claiming their benefits
- How to optimize your assets to minimize or avoid paying taxes on your Social Security benefits
- How much income you can make and still draw Social Security
- How Social Security is taxed
- How to file and restrict benefits
- How to claim a spouses benefit even if divorced
This workshop is strictly educational; no products will be sold or endorsed at the class. The American Financial Education Alliance (AFEA) is not associated with the Social Security Administration or any other government agency.
Upcoming Classes
Social Security Class:
Classes are $0 per couple.
Knowledge is power! Call (626) 396-1650 Register today!
ABCDs of Medicare
WHAT YOU WILL LEARN
This one and a half hour educational mini course will teach you everything you need to know about Medicare and how to determine the best options for your current situation. This course will remove all of the confusion about the different parts of Medicare, what it covers and does not cover, and clearly explain the upcoming changes to Medicare and how they will effect you. Whether you are currently on Medicare or about to begin your benefits, this course will provide you with valuable information you need to know.
- Get the facts about what Medicare does and does not cover
- Learn the differences between parts A, B, C, and D
- Understand the costs for each part
- Which Medicare supplement is right for you?
- Know the difference between Medicare and Medicaid
- Medicare Advantage plans explained
- Latest changes to Medicare and Social Security and how they affect your benefits
Upcoming Classes
Social Security/Medicare Class(Combined):
Classes are $0 per couple.
Knowledge is power! Call (626) 396-1650 Register today!
