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Events

2023 UPCOMING CLASSES

Passport to Retirement and "How to" Guide for Financial Success

This course helps participants acquire the knowledge they need to succeed in retirement. We will address creating a vision for your retirement, understanding the costs that you will incur, and leveraging diverse income sources to their best advantage. This discussion will include:

  • IRAs, Annuities, Workplace Retirement Plans
  • Tax liabilities and how best to manage
  • Medicare, Long-term Care Insurance, Life Insurance
  • Investing, Risk, Diversification
  • Estate Planning: Probate, Taxes, Distribution, Legacy, Inheritance

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 individuals who are nearing retirement or already retired.

Registration Closes on Saturday, October 14, 2023 @ 9:30am for October sessions.

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.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

October 14 - October 21, 2023

9:00a - 12:00p

Pasadena City College

Passport to Retirement, a "How to" Guide for Financial Success

Looking for a detailed roadmap on how to retire comfortably during these uncertain times? What does living the retirement of your dreams look like? Let's find out by looking at what to consider when planning your retirement with an experienced certified financial planner.

Event Registration