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Retirement Education Courses

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Retirement Education Courses

Led by our esteemed lead advisor, Zac Beckhusen, our Retirement Education Courses are meticulously crafted to enhance your understanding of key retirement planning topics. These courses are your gateway to mastering the complexities of retirement, seeking to share with you with the knowledge and strategies necessary for a confident and fulfilling future. Explore our offerings and embark on the journey to pursuing your financial well-being.

Rejuvenate Your Retirement® Class

Rejuvenate Your Retirement® Class

Rejuvenate Your Retirement® is an educational course tailored for both pre-retirees and retirees seeking to enrich their post-career lives. Whether you're already retired or about to transition, this course provides valuable guidance on pursuing an active, healthy, and financially confident retirement.


What You'll Learn:

  • A comprehensive review of each major aspect of retirement planning
  • Strategies for reducing taxes
  • Assessing investment and other overlooked risks
  • Planning for healthcare and estate needs

Course Highlights:

  • Designed for adults aged 64 and above
  • Insights into creating a sustainable lifestyle
  • Guidance on making informed financial decisions
  • Tips on safeguarding your retirement savings
  • Each household will receive two comprehensive eWorkbooks

 

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Savvy Tax Planning for Retirees

Savvy Tax Planning for Retirees

Currently offered through Portland Community College, Whatcom Community College, and Seattle College’s adult education programs, our Savvy Tax Planning for Retirees course is here to guide you through strategic tax planning in retirement.

 

What You'll Learn:

  • The surprises that often make retirement more expensive
  • Understanding the Social Security "tax trap"
  • Why tapping assets in the wrong order can trigger higher Medicare premiums
  • Importance of pre-retirement tax management

Course Highlights:

  • Four stages of retirement and key tax actions for each
  • Considerations for IRAs and estate planning
  • Avoiding common tax pitfalls and surprises
  • Each attendee with receive a laminated course guide
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Health Care Planning in Retirement Course at PCC

Health Care Planning in Retirement Course at PCC

Sponsored by Portland Community College's Community Education Program, this course is essential for those aged 60 and above or those transitioning from employer-sponsored health coverage.

 

What You'll Learn:

  • Medicare enrollment, coverage, and costs
  • Necessity of additional insurance
  • Estimating healthcare costs post-Medicare
    Planning for long-term care

Course Highlights:

  • Avoiding late-enrollment penalties
  • Comprehensive understanding of healthcare options
  • Empowering you to make informed healthcare decisions
  • Each attendee with receive a laminated course guide
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What Attendees Are Saying *

“You are very clear and you give lots of examples of interactions/situations with clients, friends, and family which makes understanding things much, much easier. Great job!”

- Drew, FL
*7/31/2023

“We like your approach. You are raising good questions we need to pursue.”

- Don & Cindy, Oregon
*7/31/2023

“Great Course. Zach did an excellent job explaining many complex subjects in simpler terms. And he highlighted many areas of concern and caution”

-Tim & Angelika, WA
*7/31/2023

“Awesome class and instructor!”


-Katherine, Oregon

*7/31/2023

*These statements are testimonials by clients of the financial professional as of the date listed. These clients have not been paid or received any other compensation for making these statements. As a result, these clients did not receive any material incentives or benefits for providing the testimonial.

Registration Information
Are You Ready To Take Your First Steps?

Tuition for each course is paid to the respective community college, and classes are limited to 40 attendees to ensure personalized attention. Upon registration, participants will receive a secure Zoom link and passcode to join the sessions. Each course includes a comprehensive outline sent via email and an optional one-hour lab session for personalized guidance. If a course is full, join the waitlist to be notified of the next available session.

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