Lifelong Learning & Workforce Development

Finance & Investing for Retirement

Register Now
Chart Your Course to Retirement
Retirement Planning Today
This comprehensive, educational retirement planning workshop, provided in two three-hour sessions, is specifically designed for pre-retired and recently retired Baby Boomers. Participants find out if they are on track for retirement – and what to do if they are not. By the end of the course participants will have completed a “Retirement Navigation” chart, a personalized written assessment of how prepared they are for retirement based on current age, income and goals. Learn about the many ways to save for retirement as well as the advantages and disadvantages of each.  You will discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses.  This course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.  This seminar addresses financial issues that pertain to the self-employed as well as employees of corporations and government agencies.  This course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life.
Grow Your Portfolio! How to improve investment results by minimizing losses
Rejuvenate Your Retirement
Warren Buffet once said: "Rule No. 1: never lose money; Rule No. 2: don't forget rule No. 1." Savvy investors stay wealthy by preserving what they've accumulated.  This course will teach you methods for minimizing the damaging effect of market volatility on your portfolio so you can keep more of your investment returns.  This class is taught by Raul Elizalde, whose investing insights are frequently selected for publication on the Motley Fool, Morningstar and Yahoo! Finance financial websites.  This class will provide Raul's top ten strategies for building a successful investment to help achieve and preserve financial security and growth.  The course is designed for all but will be especially beneficial for those who already have a basic understanding of investing. This unique and comprehensive course focuses on the issues and financial concepts that are important to retirees. In 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 you make the most of your retirement years.
This course includes a 143-page illustrated workbook. Couples may attend together for a single registration fee. Class sizes are limited so register today!
Retirement Planning Today
Learn what the pros know. This authoritative, behind-the-scenes look at Wall Street shows how to build a market-proven income generating portfolio that can minimize risk and beat growth-oriented investment strategies.  This is a must attend financial survival course for every investor over 50 years of age.

For course schedule information, go to



Page Edit