Broker Check
03 March
Four Pillars of a Successful Retirement [CLICK HERE]


Days and Times

Class Sessions:
March 3rd   - 6:30 PM - 8:30 PM
March 10th - 6:30 PM - 8:30 PM
March 17th - 6:30 PM - 8:30 PM
March 24th - 6:30 PM - 8:30 PM


This course is designed to help you achieve financial freedom in retirement. Over the 4 weeks, you will learn how to prepare for the 3 biggest risks that retirees face: Rising living costs, health-care and long term care costs, and unpredictable markets. Retirement is stressful and full of many moving parts. With the help of The Four Pillars of a Successful Retirement Educational Course, you will be confident in making smart decisions that will optimize your retirement. 


Social Security
  • Explore different claiming options.
  • Learn strategies to maximize worker, spousal, and survivor benefits.
  • Discover 5 factors that could reduce your risk.
Income Strategy
  • Portfolio and income needs during different stages of retirement.
  • Reduce your market risk by reallocating your assets.
  • Generating retirement income from your portfolio.
  • Lifetime income stream.
  • Retirement plan distribution rules and strategies.
  • IRA rollovers and Roth IRA conversions.
Tax Planning
  • Changes in tax laws and their affect on your retirement.
  • Navigating income and capital gains tax.
  • Different strategies for lowering your tax liability.
  • Tax benefits of an IRA, Roth IRA, Annuity, and Health-Savings account. 
  • How taxes will affect your retirement income.
Legacy Planning
  • Challenges and benefits of conserving your estate.
  • Important estate documents.
  • Exploring wills, trusts, and life insurance.
  • Tax on your estate and distribution techniques.
  • Charitable giving strategies.
  • Providing a legacy for your heirs.


This course is offered at only $49!
Free workbook is included with course.

*IMPORTANT: Be sure to Register AND Reserve your spot.

How to reserve your spot:

1. Click Reserve Here
2. Go to "Register and Pay for Community Education Classes"
3. Input course code

Course Code:  ZCED-1220-77660

Registered Representative offering securities and investment services through United Planners Financial Services, member: FINRA, SIPC. JWM and United Planners are independent companies. This event is for educational purposes only.  United Planners and its representatives do not offer tax advice.

Date and Time

March 3 - March 24, 2022

6:30p - 8:30p PST


Napa Valley College Main Campus

2277 Napa-Vallejo Highway
Napa 94558


Room #835

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