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.

UPCOMING COURSES

1. RETIREMENT READINESS

2. SOCIAL SECURITY MAXIMIZATION

3. ESTATE PLANNING 2.0

4. TAXES IN RETIREMENT

OUR INSTRUCTORS

Not just a financial educator, Cory Chapman and his team of Financial Professionals (Sherri James and Antione Turner), work hand-to-hand with retirees designing financial and retirement strategies.   They have made it their mission to help as many families in the Los Angeles community achieve a successful retirement.  Out of this mission, Los Angeles Adult Financial Education was formed.  Together, they believe the world of finance doesn’t have to be complicated. They work to simplify the financial and retirement planning process by educating people so that they can have more clear financial objectives and understanding, thus helping them to better achieve their financial goals.

Cory Chapman

Investment Advisor

Sherri James

Financial Professional

Your Retirement, Our Answers

Frequently Asked Questions

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.