Unlock Your Retirement Potential

Are you ready to embark on a journey towards a worry-free retirement? At our Retirement Income Planning MasterClass, learn about the knowledge and strategies you need to make the most of your retirement years. Join Jimmy in exploring a world of financial possibilities and securing your future.

Retirement

RETIREMENT INCOME PLANNING MASTERCLASS

Location:

University of California, Irvine

UC Irvine Student Center - Doheny Rooms C & D / Level 1

311 W. Peltason Drive, Irvine, CA 92697

Times/Dates (2025):

Tuesdays, April 15 & 22 from 1:00 PM - 3:00 PM

-- OR --

Thursdays, April 17 & 24 from 9:30 AM - 11:30 AM

REGISTER HERE

*Use code: CFG2025 at checkout in the "Apply Coupon" tab to waive the $39 registration fee.*

REJUVENATE YOUR RETIREMENT

Who should attend? 

While there are many courses available for pre-retirement planning, this unique course focuses on the concerns, issues, and needs of today's retirees. Whether you're planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.

Learn about important financial topics such as:

  • Calculating whether you should convert your IRA to a Roth IRA
  • Evaluating and planning for health care, long-term care, incapacity and end-of-life decisions
  • Identifying the primary threats to your retirement savings
  • Planning your retirement income to preserve a comfortable lifestyle
  • Affording and enjoying travel, hobbies, sports, crafts, socializing, business ventures & lifelong learning