Make Your Money
Last a Lifetime ®
Make Your Money Last a Lifetime®
is a system that helps address questions such as:
-
I’m retired, how much can I afford to spend?
-
Should I help my children financially?
-
How can I find a good financial advisor?
-
How much risk can I afford to take with my investments?
-
And much more.
A study by the insurance carrier Allianz found that running out of money during their lifetime was the number one concern among pre-retirement American adults.* Make Your Money Last a Lifetime® addresses this challenge head on and may help you find ways to rest easier knowing you’ve taken steps to support yourself financially throughout your lifetime.
Events Schedule
2023
Monday, April 24th
Social Security Claiming Strategies
Monday July 10th
Financial Planning for Retirees
Monday August 7th
Institutional Style Asset Allocation Strategies
Monday October 2nd
How to analyze your insurance needs
Monday November 6th
How to protect yourself online
2024
Monday February 5th
The Real Enemies to your finances
Monday June 3rd
How long you need to keep books and records
Monday September 9th
Estate Planning Techniques to help preserve family unity
Monday December 2nd
Divorce – pre and post planning
Classes are held at 9am at 222 E. Canon Perdido Street Suite 305, Santa Barbara, CA 93101
Training materials will be available during each class. Please click below to RSVP letting us know which class you would like to attend.