Retirement Planning Today

We teach these classes at the Berkeley City College, College of Alameda, Mills College, St. Mary’s College, and Diablo Valley 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 2022*

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

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

  • Tuesday, February 22nd & March 1st – 6:00 PM – 8:30 PM (Diablo Valley College)
  • Saturday, February 26th & March 5th – 9:30 AM – 12:00 PM (Diablo Valley College)
  • Tuesday, March 8th & March 15th – 6:00 PM – 8:30 PM (Mills College)
  • Saturday, March 12th & March 19th – 6:00 PM – 8:30 PM (Mills College)
  • Tuesday, April 19th & April 26th – 6:00 PM – 8:30 PM (St. Mary’s College)
  • Saturday, April 23rd. & April 30th- 9:30 AM – 12:00 PM (St. Mary’s College)
  • Wednesday, April 6th & April 13th – 6:00 PM – 8:30 PM (College of Alameda)
  • Saturday, April 9th & April 16th – 9:30 AM – 12:00 PM (College of Alameda)
  • Tuesday, March 22nd & March 29th – 6:00 PM – 8:30 PM (Berkeley City College)
  • Saturday, March 26th & April 2nd – 9:30 AM – 12:00 PM (Berkeley City College)

TO REGISTER – CLICK ON YOUR SELECTIONS LINK BELOW:
Diablo Valley College Retirement Planning Today
Mills College Retirement Planning Today
St. Mary’s College Retirement Planning Today
College of Alameda Retirement Planning Today
Berkeley City College Retirement Planning Today

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

Winter2022*

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

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

  • Tuesday, February 22nd & March 1st. – 6:00 PM – 8:30 PM (Berkeley City College)
  • Saturday, February 26th & March 5th – 9:30 AM – 12:00 PM (Berkeley City College)
  • Tuesday, January 25th & February 1st. – 6:00 PM – 8:30 PM (Mills College)
  • Saturday, January 29th & February 5th – 9:30 AM – 12:00 PM (Mills College)
  • Wednesday, February 9th & February 16th – 6:00 PM – 8:30 PM (College of Alameda)
  • Saturday, February 12th & February 19th – 9:30 AM – 12:00 PM (College of Alameda)

TO REGISTER – CLICK ON YOUR SELECTIONS LINK BELOW:
Berkeley City College Wealth Creation Today
Mills College Wealth Creation Today
College of Alameda Wealth Creation Today