Education

There is a New Reality in our retirement.

Retirement in today’s world faces unprecedented challenges and operates according to a new set of rules.

In a world of global pandemics, interest rate manipulation by central banks, high sovereign and personal debt, volatility in financial markets and geo-

Retirement may only be possible by learning and applying updated concepts and smarter techniques.

Mr Floyd has affiliated himself with the Retirement Wealth Academy as an instructor educating retirees and pre retirees on a myriad of retirement issues, such as:

Understanding and evaluating risk
The importance of a written financial plan
Threats to a happy and successful retirement
Paying too much tax
Faliure to maximixe retirement income.
He Has lectured at UCLA, Pepperdine University, USC, Loyola Marymount College, National University and local libraries.

The number one concern of Baby Boomers in retirement is “we don't want to run out of money.” The New Reality in Our Retirement is an adult education class that covers potential financial threats, now and in the future, and provides students the knowledge they need to build a successful retirement.

Reserve Your Spot Today

Course Outline Two day session, times and location (Los Angeles Area ) vary

TAX PLANNING

Much of what we have heard and thus have (collectively) taken as true is simply not so. If investment choices and retirement decisions are made based on this so-called wisdom, many retirement plans could be subject to failure.

INCOME PLANNING

Years of experience have prepared us to guide you through your life transitions.

INVESTMENT MANAGEMENT

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

ESTATE PLANNING

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.