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In this course, you will learn how to plan for retirement, organize finances, and develop a personalized plan that empowers you to reach your long-term goals.

Topics include learning how to best calculate savings needed to retire, employer retirement plans and how to maximize their potential, understanding taxes and how to utilize them to save money, managing investment risks, understanding Medicare and Social Security, and much more!

This course will take place over 2 3-hour sessions, available in-person. Note: This course is designed for pre-retirees, ages 50-65.

Pre-registration required. Ticket buyers may also bring one guest for Free!

Jun 24 & 25

Wed/Thu, 6-8:30pm

Main Campus, Rm 1435

Napa Valley College, Napa

Jacobson

$49 (Fee includes course materials)

Rich and Remy Jacobson are Investment Advisor Representatives offering Securities and Advisory Services through United Planners Financial Services, Member FINRA/SIPC. United Planners is not affiliated with Napa Valley College. Event is for educational purposes only.

Refund Policy: “Requests for a refund on a fee-based class not cancelled by the college must be made at least three (3) 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.”