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Mesa Community College

Class Schedule Options @ Mesa Community College:

Saturday class – October 19 – 9:00AM – 1:00PM

Room 101

or

Tuesday classes – October 22 & October 29 – 6:30PM – 8:30PM

Room 101

Couples Need Just One Registration

Course Objectives

This course has been designed to develop an essential knowledge of the working principles of building a conservative retirement plan for those facing or already in retirement. During this 4 hour course, we will cover various aspects of retirement planning to increase your awareness of the overall risks associated with longevity, income, retirement preservation and pertinent financial decisions.

This comprehensive course addresses difficult retirement decisions such as Income Planning, Social Security Maximization and pitfalls to avoid. You will learn how to minimize risk and volatility in your portfolio and preserve capital by using financial tools to help you better understand risk, taxes, budgeting and estate planning.

What You Will Learn

  • The truth about annuities and what to be aware of.
  • Why so many retirees are in danger of outliving their money, and steps you can take to avoid it.
  • Understanding the risks involved with different types of investments, and how to allocate assets based on your personal risk tolerance.
  • The sources of retirement income – including updates on Social Security – and how to build a solid retirement income plan of your own.
  • The rules, regulations and tax consequences of Qualified Plans (IRA, 401k and 403b) and how to manage them.
  • Key questions you should ask any financial advisor.
  • Getting your estate in order: understanding wills, trusts, probate and tax-efficient distribution to your heirs.

Who Should Attend

  • Individuals and couples ages 50 to 70.
  • Those who are concerned about our financial markets and want to prepare for the next recession.
  • Investors looking for new perspectives or ideas.
  • Baby Boomers looking for guidance based on recent academic research.

Why Now

  • The 6 basic traditional rules of thumb for retirement may no longer apply.
  • Global market instability and volatility necessitate action.
  • Recent research indicates a different approach to retirement planning can be beneficial.
  • You only get one shot at retirement. Make it count.
February 21 2019

Details

Start: February 21, 2019 @ 8:00 am
End: October 29, 2019 @ 5:00 pm
Cost: Free
Event Categories:

Venue

AZ United States

Schedule

  • Class Schedule Options @ Mesa Community College:
  • Saturday class – October 19 – 9:00AM - 1:00PM
  • Room 101
  • or
  • Tuesday classes – October 22 & October 29 – 6:30PM - 8:30PM
  • Room 101
  •  

Location Details:


Location Details:
Mesa Community College - Red Mountain Campus
7110 E. McKellips Road
Mesa, AZ 85207


Contact:
888-319-4062


INSTRUCTOR

Don Dirren

Don has been a licensed financial advisor in Arizona for over 30 years. As one of the top Safe Money Specialists with Bergen Financial Group, he focuses on retirement planning and educating residents to help protect, preserve, and pass on their wealth. He enhances the course material with his own experiences as a longtime financial professional and includes illustrations of real-life scenarios that make the content easy to understand.

Don has a strong industry presence throughout Arizona as an ASU Alumnus, and owner and operator of two independent brokerage firms.

Tickets

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