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Retirement
 
Retirement Income Series Instructor: Pamela Robinson Enroll in both retirement classes, Savvy IRA Planning for Boomers and Deferring RMDs & Longevity Risk, and receive a course fee discount (materials fees still apply). The series fee of $45 represents a savings of $13 off the same classes if registered for separately!  

Start date: 09/23/2017

Course:: $45.00

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: 09/23/17

Weekly - Sat 12:00 PM - 1:00 PM (9/23/2017-9/23/2017)

Course: $19.00

Materials: $5.00

Instructor : Pamela Robinson 

1 session

Days of the Week : Weekly - Sat .

Location : PCC Campus Location : 
  PCC Campus.

Room :  R113



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  Did you know that estate planning is not only for the rich and famous? A living Trust protects beneficiaries from probate expenses and delays, yet, 72% of Americans have never set-up a Living Trust. Also, most Americans do not realize that in order to have someone else make medical decisions if incapacitated, you need a Powers of Attorney. This workshop covers Wills, Trusts, Powers of Attorney, and Asset Protection. Learn how to protect your assets while you are alive and after you are gone. Instructor Sam Rad may answer individual questions which might save you hundreds of dollars in legal fees. Topics include: • Will I have to pay estate taxes • Who will make medical decisions for me if I cannot • Who will make financial decisions for me if I am unable • How may I protect my assets from probate. Note: This will be a "live" webinar. Instructions to access webinar will be provided at time of registration.  

0415X

Start date: 09/16/17

Daily - Sat 10:00 AM - 1:00 PM (9/16/2017-9/16/2017)

Course: $39.00

Materials: $0.00

Instructor : Samuel Rad 

1 session

Days of the Week : Daily .

Location : Webinar Location : 
  Webinar.

Room :  N/A



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  Did you know that estate planning is not only for the rich and famous? A living Trust protects beneficiaries from probate expenses and delays, yet, 72% of Americans have never set-up a Living Trust. Also, most Americans do not realize that in order to have someone else make medical decisions if incapacitated, you need a Powers of Attorney. This workshop covers Wills, Trusts, Powers of Attorney, and Asset Protection. Learn how to protect your assets while you are alive and after you are gone. Instructor Sam Rad may answer individual questions which might save you hundreds of dollars in legal fees. Topics include: • Will I have to pay estate taxes • Who will make medical decisions for me if I cannot • Who will make financial decisions for me if I am unable • How may I protect my assets from probate. Note: This will be a "live" webinar. Instructions to access webinar will be provided at time of registration.  

0415X

Start date: 11/04/17

Daily - Sat 10:00 AM - 1:00 PM (11/4/2017-11/4/2017)

Course: $39.00

Materials: $0.00

Instructor : Samuel Rad 

1 session

Days of the Week : Daily .

Location : Webinar Location : 
  Webinar.

Room :  N/A



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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: 10/21/17

Weekly - Sat 10:00 AM - 12:00 PM (10/21/2017-10/21/2017)

Course: $39.00

Materials: $5.00

Instructor : Ron Tanji 

1 session

Days of the Week : Weekly - Sat .

Location : PCC Campus Location : 
  PCC Campus.

Room :  R121



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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: 09/30/17

Weekly - Sat 9:00 AM - 11:30 AM (9/30/2017-10/7/2017)

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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  What does it take to maneuver life-changing transitions, both financially and psychologically? As seen on NBC News, join the only financial planning class in the San Gabriel Valley taught by both a Financial Planner and a Psychologist. All transitions, whether retirement, moving, or a change in relationships, require both financial readiness and the psychological well-being to take them on. This is your chance to ask the questions you've always contemplated in a comfortable, safe setting. Enter this exciting phase of life equipped with financial resources to make smart choices and the emotional awareness needed to live life to the fullest.  

0367X

Start date: 10/21/17

Weekly - Sat 9:00 AM - 1:00 PM (10/21/2017-10/21/2017)

Course: $39.00

Materials: $0.00

Instructor : Mitchell Kauffman 

1 session

Days of the Week : Weekly - Sat .

Location : PCC Campus Location : 
  PCC Campus.

Room :  R104



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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: 09/23/17

Weekly - Sat 10:00 AM - 12:00 PM (9/23/2017-9/23/2017)

Course: $39.00

Materials: $5.00

Instructor : Pamela Robinson 

1 session

Days of the Week : Weekly - Sat .

Location : PCC Campus Location : 
  PCC Campus.

Room :  R113



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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: 10/07/17

Weekly - Sat 9:00 AM - 11:00 AM (10/7/2017-10/7/2017)

Course: $39.00

Materials: $5.00

Instructor : Cynthia Schwert 

1 session

Days of the Week : Weekly - Sat .

Location : PCC Campus Location : 
  PCC Campus.

Room :  R117



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  Trump Edition Taxes take the biggest bite out of retirement income. Imagine what you could do with an extra $10,000 of annual income if you just knew some of the simple rules of the game. This class will address the new tax changes under the current administration, and will give you simple, easy tips to maximize your retirement income. We cover everything retirement related including: 401k, IRA, Social Security, Estate, real estate, and investment tax secrets that the IRS prefers you not know! Remember it is not what you make, it is what you keep when it comes to money. Note: This will be a "live" webinar. Instructions to access webinar will be provided at time of registration.  

0432X

Start date: 09/16/17

Daily - Sat 3:00 PM - 5:00 PM (9/16/2017-9/16/2017)

Course: $35.00

Materials: $0.00

Instructor : Samuel Rad 

1 session

Days of the Week : Daily .

Location : Webinar Location : 
  Webinar.

Room :  N/A



View Details »
  Trump Edition Taxes take the biggest bite out of retirement income. Imagine what you could do with an extra $10,000 of annual income if you just knew some of the simple rules of the game. This class will address the new tax changes under the current administration, and will give you simple, easy tips to maximize your retirement income. We cover everything retirement related including: 401k, IRA, Social Security, Estate, real estate, and investment tax secrets that the IRS prefers you not know! Remember it is not what you make, it is what you keep when it comes to money. Note: This will be a "live" webinar. Instructions to access webinar will be provided at time of registration.  

0432X

Start date: 11/18/17

Daily - Sat 10:00 AM - 12:00 PM (11/18/2017-11/18/2017)

Course: $35.00

Materials: $0.00

Instructor : Samuel Rad 

1 session

Days of the Week : Daily .

Location : Webinar Location : 
  Webinar.

Room :  N/A

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