Retirement Readiness Bootcamp
This course is to enable students to lay the ground work for their personal retirement plan whether their goal is to retire soon, or many years down the road. Even if some planning has been done in the past, this course will restore the student's confidence that they are on the correct path towards achieving their retirement goals. It is never too early to begin planning for retirement and protecting one's financial future.
What will the workshop cover?
- Creating retirement goals
- Determining the amount of money needed to retire
- Evaluating when to retire
- Whether to convert an IRA to a Roth IRA
- Planning for how inflation will impact retirement income
- Understanding social security benefit options and when to collect
- Estimating health care costs in retirement and how to cover them
- Post retirement estate planning - Income tax planning after retirement
- Etc.
Instructor: John Lau, CPA, CFP®
Tuition: $85 (Fee includes registration for both spouses) for both 4/25 and 5/2
Foothill College Sunnyvale Center
Address: 1070 Innovation Way, Sunnyvale, CA 94089
Room 224
Click here to view Campus Map
Parking Permits Not Required for 2023–2024 Academic Year Parking will be free in the Foothill and Sunnyvale campus parking lots for Spring 2024. NOTE: Citations will be given for vehicles parked out of the normal parking spaces, in handicap spaces without a display placard, and in red zones
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