Retirement Planning Today

This course addresses financial issues that pertain to the self-employed as well as employees of corporations and government agencies. Whether you plan to retire 20 years from now or have just recently retired, the information you’ll learn in this class can deliver rewards throughout your lifetime.

Registration is now open for our two-session Retirement Planning Today workshop. Reserve your seats for the following locations:

San Ramon Community Center
12501 Alcosta Blvd, San Ramon, CA 94583
Thursdays, February 6 & 13, 6:00 p.m. – 8:30 p.m.
Tuesdays, February 18 & 25, 6:00 p.m. – 8:30 p.m.
Course ID: H05RF1
Register Here!

Robert Livermore Community Center
4444 East Ave, Livermore, CA 94550
Wednesdays, February 26 & March 5, 6:00 p.m. – 8:30 p.m.
Thursdays, March 13 & 20, 6:00 p.m. – 8:30 p.m.
Course ID: MRU4J1
Register Here!

Almaden Community Center
6445 Camden Ave, San Jose, CA 95120
Wednesdays, February 26 & March 5, 6:00 p.m. – 8:30 p.m.
Thursdays, March 13 & 20, 6:00 p.m. – 8:30 p.m.
Course ID: 1K8M91
Register Here!

Danville Library
400 Front St, Danville, CA 94526
Tuesdays, March 4 & 11, 6:00 p.m. – 8:30 p.m.
Thursdays, March 20 & 27, 6:00 p.m. – 8:30 p.m.
Course ID: N61561
Register Here!

Second Saturday Divorce Workshops

Are you considering divorce, or in the midst of a divorce? As you contemplate your next steps and possibly plan your next chapter, it is important to have the tools needed to evaluate the impact divorce can have on your personal and financial life. 

This workshop run by an attorney, a therapist, and a financial advisor will touch on the legal, emotional, and financial topics involved with divorce. Discussions will include issues and challenges that everyone considering or going through a divorce should understand. Come educate yourself and explore various options available to you as you work toward building a strategy for future emotional and financial success. 

Visit our Second Saturday website to register and learn more.

When: 9 a.m. – Noon PST

Second Saturday of each month (unless mentioned otherwise)

2025 Dates

• March 8th
• April 26th (4th Saturday of the month)
• June 14th
• September 13th
• October 25th (4th Saturday of the month)

(subject to change, please confirm on registration link)

If you have any questions about the workshop, please email [email protected] or call 925-866-7800.

Financial advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.