Spring 2012 Los Angeles Harbor College Extension Program
Spring 2012 Los Angeles Harbor College Extension Program
Spring 2012 Los Angeles Harbor College Extension Program
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Retirement & Investments<br />
Retirement Planning<br />
Due to recent and ongoing tax law changes, uncertain future for Social Security and shift<br />
toward employee-directed retirement plans, the need for sound financial strategies has<br />
never been greater. In straightforward language, this class explains time-tested strategies<br />
that help you to make informed financial decisions. Whether your objective is to build a<br />
nest egg, protect your assets or preserve your lifestyle throughout retirement, this course<br />
helps you plan your future with confidence. This comprehensive class will cover the<br />
following eight modules over the course of 2 sessions: 1) Life Planning for Retirement,<br />
2) Retirement Needs & Expenses, 3) Retirement Roadblocks & Mistakes, 4) Retirement<br />
Income Sources, 5) Retirement Plan Distributions, 6) Investments, 7) Risk Management<br />
& Asset Protection, and 8) Estate Planning. Students may bring their spouse to class at<br />
no additional charge. Fee includes $20 for materials.<br />
Peter Han is a Registered Representative and Investment Advisor Representative with<br />
First Allied Securities, Inc., Member FINRA/SIPC.<br />
#330022 Feb 25 & Mar 3 2 Saturdays 9:00-12noon $79<br />
#330023 Feb 28 & Mar 6 2 Tuesdays 6:30-9:30pm $79<br />
#330004 May 9 & 16 2 Wednesdays 6:30-9:30pm $79<br />
#330005 May 15 & 22 2 Tuesdays 6:30-9:30pm $79<br />
Master Your Investments<br />
Here’s a sampling of what you’ll learn in this<br />
informative class:<br />
• How to evaluate which investments may be suitable for you<br />
• Asset allocation using stocks, bonds, and mutual funds<br />
• Diversification using alternative investments like REIT’s, gold, and commodities<br />
• Maximize your investment income without unnecessary risk<br />
• Learn how to project your retirement income needs<br />
• Advantageous use of tax laws<br />
• Read the financial pages and understand the language of investing<br />
Jalon O’Connel, BA, is a licensed senior investment executive and registered principal<br />
with National Securities.<br />
#330015 May 2 & 9 2 Wednesdays 6:30-9:00pm $39<br />
Retirement 101<br />
Whether your objective is to build a nest egg, protect assets, or preserve your lifestyle<br />
throughout retirement, this course helps you plan your future with confidence .With the<br />
current conditions of the economy, an uncertain future for Social Security and the shift<br />
toward employee-directed retirement plans, the need for sound financial strategies has<br />
never been greater. Are You Prepared for Retirement? Do You Have Answers to These<br />
Questions: How Much Retirement income will I need? Where will the money come<br />
from? Am I currently saving enough? Will taxes and inflation erode my nest egg? How<br />
should I invest for the future? What should I do with my 401K? How can I avoid undue<br />
estate taxes? How do I rollover an old 401K? Discover how to solve these riddles and<br />
much more.<br />
Jalon O’Connell is a registered investment broker with National Securities.<br />
#330020 Jun 16 1 Saturday 9:30-12:30pm $35<br />
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