Are You Ready To

Master Your Money: Tax & Retirement Edu

Retired or almost there? Learn how to potentially keep more of your money. Join thousands of adults ages 50+ who have attended this course.
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Feeling Uncertain
about the economy?

With rising tariffs, a volatile stock market, and inflation still impacting everyday costs, many Americans are asking:

"Is my retirement really secure?"

If you're 50 or older and wondering how today’s economy affects your savings, taxes, or income in retirement — this class is for you.

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Hosted at local San Diego campuses

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About The Class

In just one class, you'll learn Strategies Designed To Help You Potentially:

  • Reduce tax exposure
  • Optimize your income withdrawals
  • Plan for rising healthcare costs
  • Avoid the most common pitfalls retirees face
  • Build a retirement plan that doesn't rely solely on Social Security
  • Protect your assets from market volatility in light of recent tariffs & headlines
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100% 5-Star Reviews

Why people love this course

Join over 4 million people who have attended this course and other financial education classes developed by this seminar publisher

Upcoming Classes

Smart Lessons that help you retire with confidence

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inflation
inflation

inflation

Protecting yourself against rapid rising costs

Asset Protection
Asset Protection

Asset Protection

How to navigate market volatility in light of recent tariffs headlines

Social Security
Social Security

Social Security

When & how to claim benefits for maximum income + how to build a retirement plan that doesn't rely solely on Social Security

Tax Planning
Tax Planning

Tax Planning

Tips that could potentially save you thousands of dollars in taxes throughout the course of your retirement

Investing for your future

How to increase your odds of success using strategies such as asset location, tax loss harvesting, optimized portfolio allocation, and rebalancing according to your risk tolernance

Class Schedule

Retirement can be uncertain, this class will help you plan for it.

$50,000+

in excess taxes can be paid by retirees who don’t plan their withdrawals strategically1

12%

of Americans feel “very confident” in their retirement plan. The majority worry about healthcare costs, taxes, and running out of money.3

$111,000

is the average lifetime value of making the wrong Social Security claim decision2

Sources: 1 - Vanguard & Morningstar retirement drawdown research. 2 - United Income / Brookings Institution study, 2019. 3 - EBRI Retirement Confidence Survey, 2024