About this Event
Date & Time:
- Saturday, September 20, 2025, 8:30 AM – 1:00 PM
- Saturday, September 27, 2025, 8:30 AM – 1:00 PM
Location: Norman P. Murray Community & Senior Center
24932 Veterans Way, Room: Juniper A&B
Mission Viejo, California, 92692, United States
About this event: This information-rich seminar introduces you to the concepts and practices that will help you spend your retirement comfortably and be in control of your finances. Financial Strategies for Successful Retirement will show you a conservative approach to wise money management and will help you identify issues facing retirees.
What you will learn:
- How to avoid outliving your money
- The truth about Social Security
- Tax reduction strategies
- How to understand your portfolio risk and asset diversification
- Healthcare costs and how to prepare
- How to properly plan your legacy and reduce estate expenses
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.
Class Fee: $64 tuition, which includes one workbook ($59 for students and $5 for guests).
Materials Included: Your registration fee includes a colorful, in-depth seminar workbook and a Retirement Planning Data Form that will help you develop a written inventory of your assets, income, Social Security, and pension benefits.
Registration: Please visit our website to register for the classes.
Contact Information:Phone: (714) 597-6510 Email: [email protected]
Refund Policy: No refund policy is specified.
Event Venue & Nearby Stays
Norman P. Murray Community and Senior Center, 24932 Veterans Way, Mission Viejo, United States
USD 0.00
