This event takes place in the past.

Financial Strategies for Successful Retirement - #S2


3/15/2025

10:30 am to 2:45 pm

De Anza College

This is a recurring event.


Financial Strategies for Successful Retirement #S2 - Short Course

This class will cover key concepts and practices of wise money management in preparation for retirement. Students will learn about investments, long term care, social security, and Medicare. In addition, the class will talk about managing money for secure income and reducing taxes, estate planning, lifestyle issues and pension options. As part of the class, students will receive a 100-page workbook that details retirement strategies covered during the workshop, along with guidelines for personalized retirement planning.

Recommended for students aged 50-70. No workbook required.

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