INFORMED

Our clients gain the tools necessary to make “informed” & knowledgeable financial decisions.

EMPOWERED

Our clients learn to navigate the complicated world of retirement planning, becoming “empowered” to make sound financial decisions.

CONFIDENT

Our clients gain the “confidence” to build their own financial future.

OUR MISSION

KNOWLEDGE IS POWER WHEN ACTION IS TAKEN.

It can be difficult to make decisions regarding your financial health when you feel you are missing information needed to make informed and educated decisions.

Our mission is to educate and equip the people of Los Angeles with the understanding needed to make more sound financial decisions.

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 & Times

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

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.