SEP Retirement Classes 2025 - Saturdays

Date & Time:

• Saturday, September 27, 2025, 8:30 AM – 1:00 PM
• Saturday, October 4, 2025, 8:30 AM – 1:00 PM
  

Location: Financial Advisors Network - Training Center 1432 Edinger Ave, Suite 200, Tustin, California, 92780, United States

Note: Turn onto AT&T to reach the parking lot. Suite 200 is on the second floor.

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 student 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.

Host or Publisher Moose