This Baby Boomer Retirement Course is a sequence of 3 consecutive sessions designed for those in the early stages of retirement or those about to retire.
This series will look at topics that can be challenging during retirement such as asset risk, retirement income, and estate issues, as well as other topics that can effect retirement. The curriculum for this course is based on recent academic research from various institutions.
We will explore in detail a fundamental shift in retirement planning that is effecting the Baby Boomer Generation. This course is designed as a comprehensive personal finance course for those who are focused on retirement and income optimization options and strategies. It addresses difficult retirement decisions such as:
- Asset Allocation Considerations
- Income Planning
- Social Security Maximization
- Working with Your Core Priorities
- Integrating Money and Life
YOU WILL RECEIVE:
We will provide you access to financial tools that will help you better understand risk, taxes, budgeting and estate planning. The cost to attend this course includes all course materials. The items you will receive are:
- Baby Boomer Retirement Course Workbook to follow along in class
- Getting Your Financial House in Order Self-Study Guide
- Getting Your Estate in Order Guidebook
- The Personal Wealth Index Questionnaire and Customized Report
Please click the Register Now button to register for this course. On the next page you can select the dates you wish to attend and pay the course tuition fee.
|7:00 PM to
|Session 1 of 3||Register|
|7:00 PM to
|Session 2 of 3|
|7:00 PM to
|Session 3 of 3|
Tami Simpson is co-founder and President of Wealth Financial Group West, Inc. She is a Certified Financial Planner and is a Chartered Retirement Planning Counselor designee. She is one of only four hundred Elite Ed Slott-certified IRA advisors in the world. Tami is also the host of the long running radio program "Road To Wealth" heard locally on AM 830 KLAA at 10 AM on Sunday mornings. Tami was born in Flint, MI and spent her childhood in the Mid West. Tami did her under graduate education at Loma Linda University and graduate work at Fuller Theological Seminary and UC Irvine.
University of California at Irvine510 E Peltason Dr
CE 1 Building - Room 1020
Irvine, CA 92697
If you have any questions regarding this course, please contact our office at 714-617-4394