Principles of Retirement Planning - Saturday October 7th

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Calabasas Senior Center

300 Civic Center Way

Calabasas, CA 91302

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Saturday, October 7th

9:30am - 12:00pm

300 Civic Center Way
Calabasas CA 91302
(818) 224-1777

NOTE: Current auto GPS systems will not be able to guide to the new Calabasas Senior Center.

Please use one of the links below for custom directions to the Calabasas Senior Center:

From South and East of Calabasas (including Los Angeles):

  • Drive on Highway 101 North towards Ventura
  • Take the Parkway Calabasas exit (exit #30)
  • Turn Left off the exit onto Ventura Blvd
  • After about 200 feet, take first Left onto Parkway Calabasas
  • Turn Left onto Park Sorrento and the Civic Center will be ahead on your right

From North and West of Calabasas:

  • Drive on Highway 101 South towards Los Angeles
  • Take Parkway Calabasas exit (exit #30)
  • Turn Left off the exit onto Calabasas Road
  • After 3/10 of a mile, turn Right onto Parkway Calabasas
  • Turn Left onto Park Sorrento and the Civic Center will be ahead on your right

What You Will Learn From This Course...

  • How do I protect principle and manage market risk
  • The three aspects of a financial decision
  • The Six Wall Street Myths
  • How to determine your personal risk tolerance
  • How to develop a retirement budget
  • How to develop your ABC Investment Profile
  • The Three Rules for Fixed Principal Assets
  • How to develop an income plan for your retirement
  • What questions to ask a potential advisor

About the Course

The Principles of Retirement Planning was developed for people age 50 and up who would like to have an alternative to the typical Wall Street Myths to financial planning. For most conservative investors, Wall Street's approach usually involves more risk than people want to have, or know they have, in their portfolios.

Course Description

This comprehensive personal finance course was designed to help you better understand where you are in your financial plan and teach you how to get where you want to be financially. During this two-day course, you will learn what pitfalls to avoid and why. You will hear about financial tools and investments that you may already have or would like to have as part of your retirement plan. Upon completion of this course you will have the confidence you need to put your retirement plan into action.

Who should attend

If you are looking for answers to what happened to our financial markets, how they could have been avoided and what you could have done to limit the exposure you had to it, this course is for you. If you are concerned about your IRA, 401(k), 403(b) or other retirement accounts or maybe just want to be more confident in your current plan you should enroll, it will be time well spent.

Why you should attend

The objectives of this course are to provide you with the tools, insight, and proven strategies that will allow you to build a retirement plan that you are confident will achieve the goals you set for your retirement. This course will teach you easy-to-understand strategies on how to save money on taxes, manage investment risks and create the income stream for the retirement that you want.

What You Will Receive

Classroom Instruction This is an educational course teaching the Principals of Conservative Investing. Course Instructors come from the financial services industry. They bring many years of experience to the classroom and enhance the course with "Real World" examples of many of the principles being taught. This course is interactive and your participation is encouraged, but not required.

Course Workbook This course is based on The Financial ABC´s of Retirement Planning, you will receive a 107 page workbook to follow along in class as well as a copy of "Bat-Socks, Vegas and Conservative Investing" which is the basis of the teaching in this course. At the end of the course, you´ll receive a DVD titled "The ABC Investing Model" to help you implement what you have learned.

Knowledge This is not a financial seminar, this is a financial course of study where you will leave with the knowledge and confidence to make financial decisions suited to your level of risk and are in-line with the goals and objectives you establish.

Objective Information Traditional financial seminars are topic-specific and are typically geared toward a certain product; whereas this course is designed to teach you about your money. Upon completion of this course you will understand how much of your retirement is at risk, how much is safe and how much is liquid - and why. This understanding is paramount to building a personal financial plan that meets your needs and not the needs of a "Financial Model."

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Calabasas Senior Center

300 Civic Center Way

Calabasas, CA 91302

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