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Classes and Workshops

Click on the class below you would like to attend:
Retirement Income Tax Savings Event

Maximizing Social Security Workshop

Principles of Retirement Planning

Upcoming Classes

Register Early...Classes Fill Fast!

Retirement Income Tax Savings Event

  1. Tuesday August 14th Westlake Village, CA | Make Financial Sense Learning Center  from 7:00 PM to 9:00 PM (PDT)   Register Here
  2. Saturday August 18th Westlake Village, CA | Make Financial Sense Learning Center  from 10:00 AM to 12:00 PM (PDT)   Register Here
Welcome!

The landscape is changing for those that are retired and those that are looking to retire. A myriad of challenges can stand in the way of funding the quality of life you desire in retirement. These include creating a secure income stream, navigating taxes, market fluctuations and healthcare costs.

Considering the above might seem like a daunting task. Yet, there are definite ways to overcome and conquer the obstacles to creating a well-funded retirement lifestyle. To do so, ABC Financial Education provides courses from Social Security maximization to income development to conservative retirement planning.

The ABC Planning Model will help you determine how much risk you currently have in your portfolio and how much you desire. It will also help you to structure the mix of guaranteed income and risk oriented income for your retirement.

It´s our hope that by taking an educational tour through these issues, you´ll be able to move forward with confidence in creating a secure retirement plan. Yes, the landscape is changing, but our belief is that with the right tools and information you can easily stay ahead and prosper.

  • Acceptable Risk
  • Moderate Returns
  • Protection
  • Good Liquidity

Classes Fill Fast So Register Early!

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