We help our clients with strategic plans for retirement every day, but the college courses allow us to reach a much wider audience with practical retirement planning information that people of all ages can use.
Fountain Valley, CA (PRWEB) February 19, 2013
The Orange County financial advisors at IWM Partners today announced they will be hosting a retirement workshop for Orange County residents with two class sessions to choose from at Orange Coast College: Tuesdays, March 12th and 19th or Thursdays, March 14th and 21st.
Those interested in attending either of the class offerings can find out more information at IWMPartners.com or by calling IWM Partners at (714) 962-8000. The two day course helps attendees gain confidence in financial decision-making abilities and prepare for a financially secure retirement.
“We help our clients with strategic plans for retirement every day, but the college courses allow us to reach a much wider audience with practical retirement planning information that people of all ages can use,” says IWM Partners financial advisor Shawn Hochuli.
The Orange County financial advisors at IWM Partners offer retirement courses at local colleges several times per year to give back to the community by helping people evaluate sources of income, use 401(k)s and IRAs to reduce current income taxes and save for retirement, determine how much they need to save for retirement, preserve wealth against inflation, control health care costs and much more.
The course includes a complimentary workbook that was developed specifically for this course as well as a complimentary personal retirement planning consultation for those who would like to go more in depth with a financial advisor regarding their specific situation.
About IWM Partners
With more than 40 years combined experience and working with more than $150 million of brokerage and advisory assets through LPL Financial, our Orange County financial planners have the necessary skills to help clients feel at ease while navigating these unpredictable financial times. From investment management and estate planning, to insurance and tax strategies, the California based financial consultants at IWM Partners help clients move comfortably into retirement. Learn more at IWMPartners.com.
The financial consultants at IWM Partners are registered representatives with and Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.