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Retirement
 
Retirement Series Instructor: Pamela Robinson Enroll in both retirement classes, Savvy IRA Planning for Boomers and Qualified Longevity Annuity Contract, and receive a course fee discount. Note: Individual materials fees still apply. The series fee of $55 represents a savings of $13 off the same classes if registered for separately!  

Start date: 03/10/2018

Course:: $55.00

Materials:: $0.00

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  New IRS rules allow you to defer Required Minimum Distributions (RMD) on up to $125,000 of your pre-tax assets to age 85 through a Qualified Longevity Annuity Contract (QLAC); and you choose which income start date works for you! When the QLAC income begins, it will provide guaranteed income for the rest of your life to help with long term healthcare; and act as a buffer against longevity and inflation risks. Topics include Social Security taxation; how a QLAC may reduce your taxes; and lower Medicare Premiums. $5 materials fee payable in class.  

0419X

Start date: 03/10/18

Weekly - Sat 12:00 PM - 1:00 PM (3/10/2018-3/10/2018)

Course: $19.00

Materials: $5.00

Instructor : Pamela Robinson 

1 session

Days of the Week : Weekly - Sat .

Location : PCC Campus Location : 
  PCC Campus.

Room :  R121



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  The odds that you will need long-term care are greater than you might imagine. Long-term care need does not age discriminate, in fact, 40% of patients receiving long-term care are under age 65. Take this quiz. If you develop a chronic illness or become disabled: How could you care for yourself? Who would you count on to care for you? Do you know how to protect yourself? What is Long-Term care insurance? Could you financially afford the care? Are you comfortable depleting your assets to pay for care? The average cost of a home health care aide is $20 per hour.  True or False? The average annual cost for a facility room is greater than $75,000.  True or False? Financial considerations aside, Long-Term Care Insurance (LTCi) is about peace of mind and control. Having it ensures you will have access to first-rate care should you need it without being dependent upon others or being a burden to your children. This workshop describes ways to protect yourself, defines long-term care insurance, and explains why LTCi is not for everyone. Private medical insurance and Medicare also are discussed.  

2249X

Start date: 03/31/18

Weekly - Sat 10:00 AM - 12:00 PM (3/31/2018-3/31/2018)

Course: $39.00

Materials: $0.00

Instructor : Ron Tanji 

1 session

Days of the Week : Weekly - Sat .

Location : PCC Campus Location : 
  PCC Campus.

Room :  R117



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  The ABC and D’s of Medicare This workshop is multi-dimensional, designed for those on Medicare, have parents on Medicare, are about to become eligible for Medicare, or are caregivers overseeing the care of Medicare patients. Topics include: objective information about traditional Medicare; Medicare Advantage; Medicare supplemental insurance; and prescription drug plans. Find out: When may I first sign up? What does each of the Medicare (A, B, C, and D) parts cover? What if I wish to work past 65? Do I really need supplemental insurance? What if I have insurance through past employment, VA, or other retirement plans? Where can I go for help? $5 materials fee payable in class.  

2262X

Start date: 03/10/18

Weekly - Sat 10:00 AM - 12:00 PM (3/10/2018-3/10/2018)

Course: $39.00

Materials: $5.00

Instructor : Ron Tanji 

1 session

Days of the Week : Weekly - Sat .

Location : PCC Campus Location : 
  PCC Campus.

Room :  R117



View Details »
  The ABC and D’s of Medicare This workshop is multi-dimensional, designed for those on Medicare, have parents on Medicare, are about to become eligible for Medicare, or are caregivers overseeing the care of Medicare patients. Topics include: objective information about traditional Medicare; Medicare Advantage; Medicare supplemental insurance; and prescription drug plans. Find out: When may I first sign up? What does each of the Medicare (A, B, C, and D) parts cover? What if I wish to work past 65? Do I really need supplemental insurance? What if I have insurance through past employment, VA, or other retirement plans? Where can I go for help? $5 materials fee payable in class.  

2262X

Start date: 04/18/18

Weekly - Wed 6:30 PM - 8:30 PM (4/18/2018-4/18/2018)

Course: $39.00

Materials: $5.00

Instructor : Ron Tanji 

1 session

Days of the Week : Weekly - Wed .

Location : Arcadia High School Location : 
  Arcadia High School.

Room :  H103



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  You work hard to be able to retire! This unique and comprehensive course focuses upon the life planning and financial concepts important to retirees. Students will hear in straightforward language about financial strategies designed to accomplish objectives such as tax-efficient income planning, lifestyle preservation, inflation protection, and providing for a legacy. Yet, money is but one aspect of post-retirement planning. Included in this course is a discussion about fun and fulfilling activities such as travel, hobbies, sports, crafts, socializing, business ventures and the importance of lifelong learning. Included is a financial planning and retirement workbook. Class size is limited so register early!  

0334X

Start date: 03/03/18

Weekly - Sat 9:00 AM - 11:30 AM (3/3/2018-3/10/2018)

Course: $39.00

Materials: $0.00

Instructor : Allen Yee 

2 sessions.

Days of the Week : Weekly - Sat .

Location : PCC Campus Location : 
  PCC Campus.

Room :  R104



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  Millions of Americans are in danger of not achieving their retirement goals! The financial challenges are many-fold, but so are the emotional challenges that also detract from happiness during the retirement years. What is the secret of successfully transitioning to retirement, both financially and emotionally? This energizing class will show you how to create your personalized investment plan to achieve your retirement goals, and how to balance your goals by using tools to enhance the emotional awareness needed to enjoy a “Life Well Lived.”  

0367X

Start date: 04/14/18

Weekly - Sat 9:00 AM - 1:00 PM (4/14/2018-4/14/2018)

Course: $39.00

Materials: $0.00

Instructor : Mitchell Kauffman 

1 session

Days of the Week : Weekly - Sat .

Location : PCC Campus Location : 
  PCC Campus.

Room :  R117



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  IRA distributions must begin at 70 ½. Did you know that as your account grows, your IRA distributions will be higher each year which may result in tax on your Social Security benefits and higher Medicare Part B premiums? Class discussion includes:   • 7 strategies for IRA planning   • 6 options for your retirement plan funds   • 3 common distribution mistakes   • Options for spousal IRA beneficiaries $5 materials fee for payable in class. Save $13 by enrolling in the Qualified Longevity Annuity Contract course at the same time! Click here for details on our Retirement Series.  

0313X

Start date: 03/10/18

Weekly - Sat 10:00 AM - 12:00 PM (3/10/2018-3/10/2018)

Course: $39.00

Materials: $5.00

Instructor : Pamela Robinson 

1 session

Days of the Week : Weekly - Sat .

Location : PCC Campus Location : 
  PCC Campus.

Room :  R121



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  Making the right decision at this stage in life depends upon a multitude of factors including income, assets, health status, life expectancy, family dynamics, and life goals. Some decisions are irreversible: Starting Social Security at age 62 can leave a lot money on the table if you live into your 90’s; Overlooking the impact of marriage, divorce, remarriage, and widowhood can severely pinch your lifetime stream of income; Failure to coordinate IRA RMDs with Social Security taxation can result in needless diminishment of income. Join us and learn how to evaluate your benefits and choices. $5 materials fee payable in class.  

0311X

Start date: 03/17/18

Weekly - Sat 9:00 AM - 11:00 AM (3/17/2018-3/17/2018)

Course: $39.00

Materials: $5.00

Instructor : Cynthia Schwert 

1 session

Days of the Week : Weekly - Sat .

Location : PCC Campus Location : 
  PCC Campus.

Room :  R121



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