Retirement Planning Workshops

Retirement is a time to create the life you have dreamed of living – free of the commute, the deadlines, and the pressures of professional life. The challenge is finding a way to finance those dreams. Reaching retirement doesn’t matter if you can’t live comfortably for the duration of your post-career years. Inflation, market shocks, emergency spending, and long- term care needs can derail your plans.

Prepare for retirement during our comprehensive two-evening workshop! Join us as we guide you through crafting a well-informed plan to set achievable goals for a fulfilling retirement.

Whether you're gearing up for retirement in the distant future or have recently embarked on this new chapter, you will gain invaluable insights from this class that will resonate throughout your lifetime.

Registration is now open for our two-session Retirement Planning Today workshop. Reserve your seats for the following locations:

Amador Rancho Community Center
1998 Rancho Park Loop, San Ramon, CA 94582
Tuesdays, August 19 & 26, 6:00 p.m. – 8:30 p.m.
Register Here!

San Ramon Community Center
12501 Alcosta Boulevard, San Ramon, CA 94583
Thursdays, September 4 & 11, 6:00 p.m. – 8:30 p.m.
Register Here!

Danville Library
400 Front St, Danville, CA 94526
Wednesdays, September 10 & 17, 6:00 p.m. – 8:30 p.m.
Thursdays, September 25 & October 2, 6:00 p.m. – 8:30 p.m.
Register Here!

Pleasanton Unified School District
5758 W Las Positas Blvd, Pleasanton, CA 94588
Wednesdays, September 10 & 17, 6:30 p.m. – 9:00 p.m.
Tuesdays, September 23 & 30, 6:00 p.m. – 8:30 p.m.
Register Here!

Almaden Community Center
6445 Camden Ave, San Jose, CA 95120
Mondays, September 15 & 22, 6:00 p.m. – 8:30 p.m.
Thursdays, October 2 & 9, 6:00 p.m. – 8:30 p.m.
Register Here!

Robert Livermore Community Center
4444 East Ave, Livermore, CA 94550
Thursdays, September 18 & 25, 6:00 p.m. – 8:30 p.m.
Tuesdays, September 30 & October 7, 6:00 p.m. – 8:30 p.m.
Register Here!