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Financial Strategies for a Successful Retirement

ID : 56454   
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A comprehensive retirement planning course where students will gain detailed information on investments, social security, medicare, long-term care as well as tax and estate planning strategies. Students will benefit from constructing their own retirement plan from the information learned. All levels welcome.
-$65.00 for singles.
-$85.00 for couples.
-$30.00 materials fee.

*Couples: Please call 408-229-4201 to register together via phone.

Class Details

4 Sessions
Weekly - Tue


Michael McCloud 



Please read:  Students learn in the 1st class the impact of inflation and taxes on their money. Class 2. Provides the fundamentals of stock/mutual fund investing as well as the basics on bond investing. Pros and Cons are discussed as well as cost structures. Class 3. Looks at medicare, social security and long-term care and how these impact the retirement planning process. Class 4. Provides information related to estate planning and the basics of probate and trust. Harvard educated with 20 years in investment advisory. I have taught this course to thousands of students over the last 15 years at numerous colleges and institutions. I provide an unbiased approach to retirement planning.



Materials Cost:


Registration Closes On
Wednesday, February 20, 2019 @ 12:00 AM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
2/20/2018 - 3/13/2018 Weekly - Tue 7:00 PM - 9:30 PM Morgan Hill, MHG10  Map Michael McCloud 

Other Class Offerings

Forever Learning: How to Realign your Priorities After Retirement
ID: 56491

03/13/18 - 03/13/18
Weekly - Tue
1 session


Joanne Doell

Gavilan College Community Education
560 Bailey Avenue
San Jose, CA  95141
Phone: 408-229-4201