Do you live in/around the Sacramento area? Join us for our in-person class today! The Active Retirement Investing class offers a comprehensive guide tailored for pre-retirees and retirees keen on optimizing their investment strategies. Throughout the course, participants delve into various phases and objectives crucial for securing financial stability during retirement. Starting with an overview of retirement phases and goals, the curriculum progresses to dissecting cash-flow diagnostics, insurance, estate planning, and taxation considerations. As the course unfolds, students explore diverse investment vehicles, including funds, market indices, and ETFs, while mastering portfolio construction techniques and risk management strategies. Moreover, classes delve into advanced concepts such as Modern Portfolio Theory and investment objectives, aligning each lesson with practical examples and personalized portfolio assessments. By the course's conclusion, pre-retirees and retirees emerge equipped with the knowledge to navigate the complexities of retirement investing, whether opting for a self-directed approach or seeking professional guidance. 

Click the button below "Sign Up Now" to join us! (You'll be redirected to The Renaissance Society Website)