Smart Planning for Retirement

Smart Planning for Retirement, brought to you by Retirement Intelligence, is a practical, education-focused course designed for individuals and couples approaching or in retirement who want greater clarity and confidence in their financial decisions. Participants will learn how the key pieces of retirement planning fit together including income planning, Social Security and pension decisions, investment risk, taxes, healthcare costs, and long-term sustainability using real-world examples and clear, easy-to-understand frameworks. The course emphasizes informed decision making, helping students identify potential gaps, avoid common retirement pitfalls, and understand the trade-offs behind the choices they face. By the end of the course, attendees will have a clearer picture of where they stand and what next steps may be appropriate for their retirement plan.

Please note that information presented is for educational purposes only. Ohlone College Community Education does not offer or endorse financial advice, and does not advocate or solicit for the sale or purchase of any specific securities, investments, or investment strategy. Please consult your financial and/or investment advisor regarding changes to your financial planning situation.