$49

Multiple Dates

Inland Empire Retirement Planning 2-day Saturday Morning Workshop

Event Information

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Location

Location

Cal Poly Pomona

Kellogg West Conference Center

Pomona, CA 91768

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Refund Policy

Refund Policy

Refunds up to 30 days before event

Event description

Description

NOTE: This is a 2-day class consisting of 2 sessions on consective Saturday mornings from 9am - 12pm. Registration is for both days, regardless of which date you select on the event page. Attending both sessions will allow participants to gain the most benefit from the course and attending only one session is strongly discouraged.

In simple language, Retirement Planning Today® 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.

By attending Retirement Planning Today®, you learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.


This course includes a 223-page illustrated textbook. Couples may attend together for a single registration fee.
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Retirement Planning Topics Covered During the Course

Day 1

Section 1 – Life Planning for Retirement
Section 2 – Retirement Needs & Expenses
Section 3 – Retirement Roadblocks & Mistakes
Section 4 – Retirement Income Sources

Day 2

Section 5 – Retirement Plan Distributions
Section 6 – Investments
Section 7 – Risk Management (Insurance)
Section 8 – Estate Planning

Questions and active participation from the attendees are highly encouraged. Given that retirement needs are unique and based on personal circumstances, no personal investment advice is offered during the course. This course is for educational purposes only. Promoting, recommending, or selling any specific financial products during the class is strictly prohibited.



Personal Financial Topics Covered After the Course

During the course, attendees have the option to request a private one-on-one consultation with their instructor. These consultations are typically completed within 1-2 weeks and held at the instructor's office. During this private session, attendees are allowed to ask their instructor specific questions about their personal financial situations. Attendees need only share information that they are comfortable discussing with their instructor in order to discuss their personal financial plans.




FAQs

What are my transportation/parking options for getting to and from the event?

Parking: Parking is free for attendees.

Directions: The course will be on campus at Cal Poly Pomona and held at the Kellogg West Conference Center. Do not go to the Temple Ave address that you may come across - this is a shared mailing address and will take you to the wrong part of campus. Using Google Maps or other navigation program, enter Kellogg West Conference Center as your destination to get directions to the class location.


How can I contact the organizer with any questions?

Call 909-579-6470 or email at info@dbfis.com

Do I have to bring my printed ticket to the event?

No.

Can I update my registration information?

Yes, but please do so by calling 909-579-6470 or email at info@dbfis.com


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Location

Cal Poly Pomona

Kellogg West Conference Center

Pomona, CA 91768

View Map

Refund Policy

Refunds up to 30 days before event

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