This informational seminar introduces you to concepts and strategies that may help you handle your day-to-day finances, potentially reduce your taxes, and manage your investments.
Financial Strategies Course Agenda
Financial Strategies for Successful Retirement will discuss how you can assess your current financial situation and develop a personalized plan that may help you pursue your retirement goals. We will focus on important financial issues and concerns you may face today and in the future. Proper planning may help you prepare for a comfortable retirement.
Financial Basics
Risk Management
Retirement Income
Estate Planning
Your Instructor
Cole Garcia is a CERTIFIED FINANCIAL PLANNER™ professional and fiduciary with over 20 years of experience in retirement planning & investing. Early in his career, Cole learned that the best way to serve people is to educate them and give them the power and knowledge to make informed decisions about their retirement.
Cole is an active Toastmasters and Rotary member, having served as President for both clubs. Cole and his wife Jennifer have been married for 30 years and raised three wonderful children here in Butte County. Cole enjoys fishing, kayaking, hunting for vinyl records, and spending time with his family.
Registration Form
Registration Form
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Tuition
Tuition is $50 total for the three class sessions. You may pay your tuition in advance or at the first classroom session. Regardless of when you pay, you must enroll in advance. Your spouse or a guest may be enrolled at no extra cost.
CHICO
Butte College Skyway Center
2480 Notre Dame Blvd, Room 147
April 7th, 9th and 16th
All sessions: 6:30 pm to 9:00 pm
OROVILLE
Oroville Adult Education Center
2750 Mitchell Ave, Room 3
April 4th, 11th and 18th
All sessions: 9:30 am to 12:00 pm
Six Common Financial Mistakes
Not saving enough for retirement
Take advantage of your workplace retirement plan and establish a personal savings plan using taxable and tax-advantaged investments.
Not knowing how much money you’ll need
If you are unaware of how much retirement savings you may require, you could be setting yourself up for financial failure.
Putting off financial planning
The longer you put off creating a financial plan to reach your goals, the more likely you are to fail.
Missing out on tax-reduction strategies
Understanding changing tax laws could help you invest more money and potentially reduce your taxes.
Avoiding estate planning
Without an estate plan, your estate could be tied up in costly probate litigation and decimated by income and estate tax liabilities.
Paying costly retirement plan fees and penalties
The rules and regulations covering withdrawals from retirement plans can be complicated and confusing.
Butte College Skyway Center