Placing Financial Education First!

Join us for a LIVE & INTERACTIVE financial & retirement planning educational course.

Why Join Our Courses

Making your money last throughout retirement has become more and more challenging.  People are living longer and fewer retirees today have traditional pensions to rely upon for the bulk of their retirement income. Couple the longevity risk retirees face with other financial risks, such as:  market risk, inflation risk, deflation risk, regulatory and tax risk, long-term care risk, sequence of returns risk, withdrawal rate risk, and more; and you can see why planning for retirement can feel overwhelming.  

Our courses are designed to help alleviate your common retirement concerns by providing you with the information to make more informed and knowledgeable decisions regarding your financial future.

Select the Educational Course You Are Interested in Attending

Retirement Readiness

If you are near or in retirement, this course will equip you with tools to implement in your retirement planning! Whether your questions are related to Social Security, taxes, investments, Medicare, or estate planning, this course covers it all.

Social Security Maximization

For many retirees, Social Security is either their first or second largest source of income. Gain an understanding of simple strategies to maximize your benefits. Timing is everything! GET ALL THE FACTS BEFORE YOU FILE!

Estate Planning 2.0

EVERYONE NEEDS AN ESTATE PLAN. It’s vital for any individual, couple, or family that owns a home and has assets. This course is all about the steps you can make to ensure your Estate Plan is in order.

Taxes in Retirement

Do you understand the potential impact that taxes can have on your retirement income? How would a future tax increase affect your retirement income? This course is all about strategies you can use to MINIMIZE TAXES IN YOUR RETIREMENT.

LOS ANGELES ADULT FINANCIAL EDUCATION INSTRUCTORS

Our instructors are not simply educators.

  They are financial advisors and professionals who work directly with retirees designing financial strategies and building retirement plans on a daily basis.

  They have made it their mission to further expand financial educational opportunities to more people in the Los Angeles community.

Cory Chapman

Senior Instructor

Sherri James

Instructor

Upcoming Course Dates:

 
Tuesday, March 12th at 6:30pm 
 
or
 
Saturday, March 16th at 9am
 
at Pepperdine University – West LA
 
Address:
6100 Center Drive
Los Angeles, CA 90045
 

RETIREMENT READINESS

August 19 - 10:00 AM

Pepperdine University

West Los Angeles Graduate Campus 6100 Center Drive

Los Angeles, CA 90045

TAXES IN RETIREMENT

TO BE DETERMINED

Pepperdine University

West Los Angeles Graduate Campus 6100 Center Drive

Los Angeles, CA 90045

TAXES IN RETIREMENT

TO BE DETERMINED

Pepperdine University

West Los Angeles Graduate Campus 6100 Center Drive

Los Angeles, CA 90045

KNOWLEDGE IS POWER WHEN ACTION IS TAKEN

Education is the passport to the future, for tomorrow belongs to those who prepare for it today.

Estate Planning

Essential estate planning documents you should have right now, and why it’s critical that they remain up-to-date.

Social Security

One of the most important decisions you will make before you retire is when and how to claim Social Security benefits.

Tax Planning

Learn strategies that can help you reduce or eliminate taxes in retirement.

Your Retirement, Our Answers

Frequently Asked Questions

Is The Course Live Or Virtual?

Each of our available courses is a live and interactive course held at a local university or community college and designed for adults in or near retirement.

At this time the courses are not recorded.

There is no tuition to attend our financial courses.  They are offered free of charge.

Los Angeles Adult Financial Education courses are strictly educational.  Specific topic such as 401(k)s, IRAs, brokerage accounts, income, taxes, health care, estate planning, etc. will be covered, but sales pitches of specific financial products will not be given.

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