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

Spring 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, September 7th & September 14th – 6:00 PM – 8:30 PM (Berkeley City College)
  • Saturday, September 11th & September 18th – 9:30 AM – 12:00 PM (Berkeley City College)
  • Saturday, September 11th & September 18th – 9:30 AM – 12:00 PM (Mills College)
  • Wednesday, September 15th & September 22nd – 6:00 PM – 8:30 PM (Mills College)
  • Tuesday, September 21st & September 28th – 6:00 PM – 8:30 PM (St. Mary’s College)
  • Saturday, September 25th & October 2nd. – 9:30 AM – 12:00 PM (St. Mary’s College)
  • Wednesday, September 29th & October 6th – 6:00 PM – 8:30 PM (College of Alameda)
  • Saturday, October 2nd. & October 9th – 9:30 AM – 12:00 PM (College of Alameda)

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

Spring 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, August 3rd & August 10th – 6:00 PM – 8:30 PM (Berkeley City College)
  • Saturday, August 7th & August 14th – 9:30 AM – 12:00 PM (Berkeley City College)
  • Tuesday, August 17th & August 24th – 6:00 PM – 8:30 PM (Mills College)
  • Wednesday, August 18th & August 25th – 6:00 PM – 8:30 PM (College of Alameda)
  • Saturday, August 21st & August 28th – 9:30 AM – 12:00 PM (Mills College)
  • Saturday, August 21st & August 28th – 9:30 AM – 12:00 PM (College of Alameda)