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Education and Classes

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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

Glendale Community College – Sat., March 29th & April 5th, 9:00AM – 11:30AM

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 – Sat., October 13th & 20th, 9:00AM – 11:30AM

Classes are $39 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:

Arcadia Public Library, Central Branch – Thurs., April 19th, 6:30PM – 8:30PM

 

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):

Glendale Public Library, Central Branch – Sat., April 21st, 9:00AM – 12:00PM

 

Classes are $0 per couple.


Knowledge is power! Call (626) 396-1650 Register today!

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 626-396-1650
Toll Free: 800-332-8552
Email: contact@guidantplanning.com

Guidant Planning, Inc.
1499 Huntington Dr.
Ste. 303
South Pasadena, CA 91030

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Check the background of this investment professional on FINRA’s BrokerCheck.

Guidant Planning, Inc. | 1499 Huntington Drive, Suite 303 | South Pasadena, CA 91030 | (800) 332-8552

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Allen Yee is a registered representative offering securities through First Allied Securities, Inc., a registered broker/dealer (member FINRA / SIPC). Advisory services offered through Guidant Planning, Inc. and First Allied Advisory Services, Inc., both registered investment advisers. Guidant Planning, Inc. is not affiliated with First Allied Securities, Inc. and/or First Allied Advisory Services, Inc.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration. Privacy Policy. The websites listed are being provided for information purposes only. Although we assume the information is factually accurate, we are not responsible for the content as we are not affiliated with and do not endorse, authorize or sponsor any of the listed websites or their respective sponsors. First Allied Securities, Inc. is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. First Allied Securities, Inc. is not responsible for the content of any website or the collection or use of information regarding website’s users and/or members.

 

 

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