Tax & Retirement Education

Feeling Uncertain About the Economy?

Get the clarity you need to retire smarter

Class Schedule

La Jolla

Muirlands

La Jolla

Muirlands

Tax & Retirement Education

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 55 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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Attendees will Learn

  • How to potentially protect your retirement income from inflation & rising taxes
  • Strategies to potentially help reduce losses during market downturns
  • The truth about Social Security and what to do before claiming
  • How tariffs and global shifts may impact your investments
  • What recent tax changes mean for your IRA, 401(k), and withdrawals
  • Strategies designed to help avoid outliving your money — even in uncertain times
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“An unexpected lifesaver in our retirement planning. ”

Thank goodness we took this class BEFORE actually doing so, as there are so many things to think about that nobody has ever addressed.

Jennifer H.*

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Who Should Attend

  • Adults ages 50+ who are retired or nearing retirement
  • Those with $500k+ in retirement savings who want to protect what they’ve earned
  • Anyone concerned about market instability, rising taxes, or how to generate income in retirement

“The best Tax and Retirement Planning Education course I have ever attended!! ”

Extremely high value for a very low price. Discussion was at a level where everyone could have a significant benefit from this course no matter what your age is and how close you are to retirement. I have 28 years as a tax professional and I have started my own Personal Financial Planning journey to become a Certified Financial Planner in the future and this course covered my entire eight semester course Personal Financial Planning Certificate curriculum in 4 1/2 hours. Extremely well organized course!! The instructor was exceptionally knowledgeable with all the material and his genuine passion for helping people understand the things that they need to do to prepare for a successful retirement.

Paul L.*

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Class Reviews

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