Retirement Planning for Today

Fee: $59

It takes more than money to live a “rich life.” This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals.

In just two entertaining and informative sessions, learn what they didn’t teach you in school. Discover five strategies to manage investment risks, eleven ways to save money on this year’s taxes, important questions to ask before buying insurance coverage, how to invest in and take money out of your retirement plan, as well as determine the savings you need to retire today or in the future.

Class sizes are limited so register today.

Course Code	Days	Date	Time	Instructor	Room
1055	Th	5/30 & 6/6	6pm-9pm	Anderson	Cuyamaca College (CC) A-109
1055	W	6/5 & 6/12	6pm-9pm	Anderson	Cuyamaca College (CC) A-109

Rejuvenate Your Retirement

Fee: $39

This unique and comprehensive course focuses on the issues and financial concepts that are important to retirees. In a straightforward language, this course explains financial strategies designed to accomplish objectives such as tax-efficient income planning, lifestyle preservation, inflation protection and providing a legacy. However, money is only one aspect of post-retirement planning. We introduce fun and fulfilling activities such as travel, hobbies, sports, crafts, socializing, business ventures and lifelong learning, to help retirees make the most of their retirement years. This course includes a 143-page illustrated workbook. Couples may attend together for a single registration fee.

 

Course Code	Days	Date	Time	Instructor	Room
1070	Th	6/20 & 6/27	10-12:30pm	Odorico	Grossmont College (GC) TBD
1070	T	6/25 & 7/2	1:00-3:30pm	Odorico	Grossmont College (GC) TBD

The Intelligent Investor

Fee: $59

Learn the investment guidelines taught by Benjamin Graham, Father of Value Investing, and teacher and mentor of Warren Buffett. Following the investment process outlined in Graham's book, The Intelligent Investor, you will learn to identify investment opportunities in high quality stocks and bonds that offer safety of principal and an adequate return. No get-rich-quick trading techniques; just conservative, disciplined, fundamental stock analysis to help you navigated the financial markets safely and successfully.

Required texts: "The Intelligent Investor" (ISBN:9780060555665) available online or in bookstores. "Intelligent Investor Course Workbook" available at www.goldenXV.com.

Course Code	Days	Date	Time	Instructor	Room
1075	T	7/9-7/30	6-8pm	Lopez	Cuyamaca College (CC) A-109