An Educational Course for Retirees Age 65+
Questions? 424-322-7103 Course ID: MWV86C˜0-0-E
Classes held at...
Brentwood Branch Library
Thursdays, | OR | DATE AND/OR TIME UPDATED |
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:
Adam P. Scott, CFP® is host of Red Carpet Retirement™ podcast and is a fee-only CERTIFIED FINANCIAL PLANNER™, professional based in Santa Monica. Mr. Scott holds the Series 66 Securities License and is the founder of WellAcre Wealth Management, LLC, a Registered Investment Adviser at 520 Broadway, Ste 200, Santa Monica CA 90401. (310) 220-4946 www.WellAcreWM.com
Thursdays, Brentwood Branch Library | OR
| DATE AND/OR TIME UPDATED Brentwood Branch Library |
Attend with spouse, partner or guest at no additional cost
Take-home course textbook
Optional one-on-one consultation