Adult Educational Workshops

Navigating Retirement is a series of financial education courses offered to individuals, businesses, and community organizations throughout Southern California. Studies show the vast majority of Americans are ill-prepared for retirement; our aim is to close this gap through financial literacy of retirement, investment, tax, and estate planning issues. Courses are instructed by CERTIFIED FINANCIAL PLANNER Practitioners in a strictly educational format without sales strategies or product recommendations so that attendees attain the knowledge and tools necessary to make the critical decisions impacting their financial future.