1499 Huntington Drive
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:
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.
This class is meant for educational purposes only. Information presented should not be considered investment, tax or legal advice, or a recommendation to take a particular course of action. United Planners and its representatives do not provide tax or legal advice. Always consult with the appropriate financial, tax and legal professionals regarding your personal situation before making any financial decisions.
Dates: September 24th & October 1st
Meets: Sat from 9:00 AM to 11:30 AM
1570 E Colorado Blvd, Room R104Pasadena, CA 91106
Registration Fee: $39.00
Register Here: Link
Dates: October 29th & November 5th