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With financial independence, retirement can be the most fulfilling time of your life. Investing a few hours of your time, you will learn how to manage and avoid financial risks, make sound choices when it comes to claiming Social Security, learn many important money management concepts, understand the realistic costs of retirement and how to focus on decision-making issues that are so crucial for people who are at or near retirement age. A workbook is included in the fee which will serve as a valuable reference tool and is filled with strategies, worksheets, and descriptions that will reinforce key concepts covered in the course. Pre-registration required.

Jul 13-16

Mon-Thu, 12:00-1:00pm

Online

Amaton

$60

The instructor, Marta Amaton, is a Registered Representative and Investment Advisor Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. United Planners and Amaton Strategic Wealth Management are not affiliated. United Planners is not affiliated with Napa Valley College. This event if for informational purposes only.

Refund Policy: “Requests for a refund on a fee-based class not cancelled by the college must be made at least five (5) working days prior to the beginning of the class. A $5 per person processing fee will be retained on all refunds unless the class is cancelled or meeting times are changed by the college.”