Retirement Planning Today
Dates: October 11-18, 2022
Meets: Tu from 6:30 PM to 9:00 PM
Location: Garfield Campus, Mariposa Building MP 205
Registration Fee: $49.00
There are still openings remaining at this time.
Due to recent and ongoing tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence. This comprehensive class will cover the following eight modules: 1) Life Planning for Retirement, 2) Retirement Needs & Expenses, 3) Retirement Roadblocks & Mistakes, 4) Retirement Income Sources, 5) Retirement Plan Distributions, 6) Investments, 7) Risk Management & Asset Protection, and 8) Estate Planning. Your tuition fee covers both you and your spouse or partner, and includes a 230 page textbook with examples and illustrations, which is yours to keep (one per couple).
*Masks & full Covid 19 immunization or exemption are mandatory for all in person classes. You will receive an email from Kokomo 24/7 with instructions on how to upload vaccine information*
|Course Fee (Basic)||Registration Fee||$ 49.00|
Garfield Campus, Mariposa Building MP 205
1122 E. Garfield Avenue
Glendale, CA 91205
Edward Yoon has been in the financial services industry since 1994. He is a Certified Wealth Strategist (CWS) and Accredited Investment Fiduciary (AIF). He received his B.A. in Law and Society from UC Santa Barbara.
Registered Principal offering securities through First Allied Securities. Member: FINRA/SIPC. Advisory services offered through First Allied Advisory Services, a Registered Investment Adviser. CA Insurance License #0B77435.
|10/11/2022||Tuesday||6:30 PM to 9 PM ||Garfield Campus, Mariposa Building MP 205 |
|10/18/2022||Tuesday||6:30 PM to 9 PM ||Garfield Campus, Mariposa Building MP 205 |