Retirement Planning Today

We teach these classes at the Berkeley City College, College of Alameda, Mills College, and St. Mary’s College.  The classes are held both on a weekday from 6:00 pm to 8:30 pm for two successive weeks or on Saturdays from 9:30 am to 12:00 pm for two successive weeks. (See below for location and time change)

The class is great for people in their late 40’s to mid 60’s.  Registrants receive 2 booklets full of information, which is covered extensively in the class.  We share real-life stories too so that you can relate to the material.

In this class, you can learn how to:

  • Determine the amount of money you need to retire.

  • Create your own goals for a “successful retirement.”

  • Help eliminate debt and improve cash flow.

  • Properly convert your IRA to a Roth IRA.

  • Select the retirement plan distribution choice that is right for you.

  • Plan your retirement income to preserve a comfortable standard of living.

  • Transfer the risk of potential financial losses before or during retirement.

  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning.

These classes are $34 plus $30 for the workbook.  Class registration includes a spouse or significant other at no additional charge.  For additional information on how to register, call

(510) 357-3715, or email GFISinfo@financialguide.com

Upcoming class dates

Winter 2021*

*Due to COVID-19, in-person classes at College of Alameda, Mills College, Berkeley City College, and St. Mary’s College are being postponed until Fall 2021.  

Now being conducted online via Zoom Video Conferencing on the following dates/times – 

  • Tuesday, January 26th & February 2nd – 6:00 PM – 8:30 PM
  • Saturday, January 30th & February 6th – 9:30 AM – 12:00 PM
  • Wednesday, January 27th & February 3rd. – 6:00 PM – 8:30 PM
  • Saturday, January 30th & February 6th – 9:30 AM – 12:00 PM
  • Tuesday, February 16th & February 23rd – 6:00 PM – 8:30 PM
  • Saturday, February 20th & February 27th – 9:30 AM – 12:00 PM
  • Tuesday, April 20th & April 27th – 6:00 PM – 8:30 PM
  • Saturday, April 17th & April 24th – 9:30 AM – 12:00 PM

Wealth Creation Today

This new workshop is similar to the “Retirement Planning Today”, however, it is geared towards the 35 – 50 year old demographic.

Now being conducted online via Zoom Video Conferencing on the following dates/times – 

Upcoming class dates

Winter 2021*

*Due to COVID-19, in-person classes at College of Alameda, Mills College, and Berkeley City College are being postponed until Fall 2021.

Now being conducted online via Zoom Video Conferencing on the following dates/times – 

  • Tuesday, March 2nd. & March 9th – 6:00 PM – 8:30 PM
  • Saturday, March 6th & March 13th – 9:30 AM – 12:00 PM
  • Wednesday, February 17th & February 24th – 6:00 PM – 8:30 PM
  • Saturday, February 20th & February 27th – 9:30 AM – 12:00 PM
  • Wednesday, January 27th & February 3rd – 6:00 PM – 8:30 PM
  • Saturday, January 30th & February 6th – 9:30 AM – 12:00 PM