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Financial Planning for Retirees


Course Information

Location: 100 Marine Parkway – Suite 160, Redwood City, CA 94065

Individuals who attend this course will be empowered to better manage retirement with detailed information about: retirement income, long term care, social security benefits, annuities and estate planning decisions.

Recommended for this who are already in retirement or planning to retire within the next three years.


  • Recognize tax implications of distributions from employer retirement plans and individual retirement accounts
  • Examine options around retirement account rollovers
  • Discover Social Security benefits and eligibility
  • Review long term care policy features
  • Apply strategies to manage a retirement portfolio
  • Assess risk tolerance
  • Identify option when it comes to reverse mortgages
  • Discover the benefits of funeral pre-planning
  • Differentiate important features of five different types of annuities
  • Identify features for inclusion in senior home remodels
  • Ascertain estate planning tips for executors and beneficiaries
  • Discuss many current senior scams and how to avoid them
  • Evaluate steps you should take when choosing financial professionals

How to Register:

County & Court Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!

Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email with the name and date of the class that you would like to attend.