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Baby Boomer Retirement Course - The Rules Have Changed!
Baby Boomer Retirement Course - The Rules Have Changed!
When:Course beginning on 01/18/18
Where: Antonello Ristorante
Cost: $39.00 Early Registration, $49.00 Regular
Register Now
Course Summary

Join Us for a 3-session financial course designed to help you avoid common retirement pitfalls

 

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.

TOPICS COVERED:

We will explore in detail a fundamental shift in retirement planning that is affecting 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

                                                                                       

 

Course Location & Schedule

Antonello's Logo

3800 S. Plaza Drive, Santa Anna, CA 92704

  1. Hors d'oeuvres: 6:00pm - 6:15pm
  2. Class Instruction: 6:15pm - 7:45pm
  3. Dinner: 7:45pm - 8:30pm

SESSION 1

Thursday, January 18th


Topics Covered:

  1. Introduction
  2. Retirement Happens
  3. Retirement Risk
  4. The Rules Have Changed
  5. Core Financial Priorities

SESSION 2

Thursday, January 25th


Topics Covered:

  1. The Basic Asset Classes
  2. Investment Styles
  3. Behavioral Finance
  4. The Need for Planning
  5. Asset Allocation

SESSION 3

Thursday, February 1st


Topics Covered:

  1. Managing Qualified Funds - IRA, 401(k)
  2. Specially Designed Life Insurance
  3. Creating Income
  4. Working with Core Priorities
  5. Integrating Money & Life
  6. Social Security
  7. Getting Your Estate in Order
  8. Questions to Ask a Financial Advisor

 

REGISTRATION INSTRUCTIONS:

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.

Course Date / Times
Dates Times Notes
Upcoming Times
Thursday,
1/18/18
6:00 PM to
8:30 PM
Session 1 of 3 Register
Thursday,
1/25/18
6:00 PM to
8:30 PM
Session 2 of 3
Thursday,
2/1/18
6:00 PM to
8:30 PM
Session 3 of 3
Course Instructor
  • Instructor:  Pat Hobert
  • President & Founder of Hobert Wealth Management
  • Awarded 5 Star Wealth Manager for Best in Client Satisfaction
  • For 30+ Years Pat Has Hosted Numerous Educational Seminars and Courses on Investing & Financial Planning
  • Investment Advisory Representative & Carries a Fiduciary Standard
  • Has Written Articles in Industry Publications on Tax Savings Strategies
  • Member of Society of Aging
  • Former President of Orange County Christians in Commerce & South Coast Youth Basketball League
  • Licenses Held:  1, 7, 63, 66, & CA Insurance #0H93046

 

This course is being presented by Investment Advisory Representative Pat Hobert. Pat is a Registered Representative and Investment Advisory Representative, and offers securities & advisory services through Centaurus Financial, Inc, a registered broker-dealer, member FINRA and SiPC, and a Registered Investment Advisor.  Supervisory Branch, 2300 East Katella Avenue, Suite 200, Anaheim, California 92806, Phone: (800)880-4234. Centaurus Financial, Inc., and Hobert Wealth Management are not affiliated.

Location

Antonello Ristorante

3800 S Plaza Dr
Santa Ana, CA 92704

Get Directions

Payment / Security
We accept:
Visa Discover MasterCard American Express
For Your Security
Accept Credit Cards
Support / Questions

If you have any questions regarding this course, please contact our office at 800-746-0244.