May 19, 2026, Abraxas High School

Retirement planning as a single individual—whether by choice, divorce, or loss of a partner—comes with a unique set of challenges and opportunities. Without a second income or a built-in partner for support, solo retirees must be more proactive about financial planning, health care, and legal preparations. Join us to learn how to create a specialized roadmap to help you take full control of your financial future.

July 15, 2026, Poway Adult School

Retirement is one of the biggest financial transitions of your life, and missteps during the planning phase can create a retirement nightmare.  This educational course is designed to help pre-retirees (~ ages 50-67) and recent retirees identify the hidden pitfalls that can derail their financial security. Learn how to create a clear, actionable roadmap, and avoid the most common planning mistakes to ensure a sustainable, worry-free retirement.

REGISTRATION COMING SOON!

July 21, 2026, Poway Adult School

Transitioning from accumulating wealth to spending it requires a new set of rules. This comprehensive course provides practical, actionable strategies to turn your savings into a reliable, long-term paycheck. Participants will learn how to build a diversified income plan, optimize Social Security claiming strategies, incorporate pension options, and strategically minimize taxes. We will explore techniques for crafting a customized, actionable plan to manage retirement risks and preserve your lifestyle.

REGISTRATION COMING SOON!

August 4, 2026, Poway Adult School

Annuities are often surrounded by high-pressure sales pitches and confusing jargon. They are neither a guaranteed magic bullet nor always a terrible financial move. The truth lies somewhere in the middle and understanding that middle ground is critical to securing your financial future. In this class, we strip away the marketing hype to provide an objective, comprehensive, and honest analysis of these complex insurance contracts.

REGISTRATION COMING SOON!