Prizm Financial Group

909-456-8095

Financial Survival for Retirement

Strategies You Should Know

Learn Proven Financial Techniques for Living a Successful Retirement Lifestyle


Topics Include:

  • Social Security Maximization
  • How to Avoid Running Out of Money in Retirement
  • Identifying and Prioritizing your Goals
  • Questions You Should be Asking


Your Tuition Includes:

  • Getting Your Financial House in Order Guidebook
  • The Social Security Claiming Guide
  • Personalized Financial Road Map
  • 36 page Getting Your Estate in Order Guidebook
  • Boomer Retirement Course Workbook to follow in class


Location: Pomona College

Carnegie Hall - Room 107

425 N. College Avenue, Claremont CA 91711

A Three-Part Course meeting once a week for three consecutive weeks. The sessions meet:



Part 1

Part 2

Part 3

3 Nights 6:30 to 8:30pm

TBA

TBA

TBA

3 Nights 6:30 to 8:30pm

TBA

TBA

TBA


Tuition and Fees:

$59.00 per couple. Register by September 7th and Save $10

Couples may attend for a single tuition cost

Tuition includes all course materials and fees

 
 

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