Fill out the form below and then pay for the course online, via check, or credit card.

Blueprint for Retirement courses are presented in an easy and straightforward way that makes this class perfect for everyone. We designed this course for people interested in retirement planning. It was created to help you make informed decisions for retirement. With topics ranging from building a nest egg to converting your IRA to a Roth IRA, our retirement planning courses give you the tools and confidence you need to enjoy the retirement you’ve always dreamed of. If you’re ready to start building the retirement of your dreams, then this class is right for you! Our direction in life should not be determined by financial circumstances. Instead, we should learn how to plan our finances to support the direction we decide to pursue in our lives. Retirement planning is for everyone, and it is never too late to begin.

This course can help answer that question. Before diving into the financial side of your retirement goals, you should have a clear idea of your lifestyle goals and aspirations. Do you plan on traveling? Perhaps volunteering or pursuing a hobby? Whatever your heart desires, our course will help you lay out a map so that everything else will fall into place. The Blueprint for Retirement course will examine your readiness based on your annual income and give you an estimate of how much you can afford to spend during retirement based on your life plan.

Find out the benefits of converting your IRA to a Roth IRA, and whether you should make the conversion over one or multiple years based on your tax bracket. Take a look at your employer-sponsored retirement plans and Social Security benefits so you’re prepared for future decisions you must make. Whether you have already saved in an IRA, a 401(k), or just counting on Social Security, you’ll find this workshop crucial in determining your next course of action.

• Foundation for Healthy Retirement
• Designing the Right Plan for You
• Determine Needs & Calculating Expenses
• Type of Investments
• Pitfalls & Missteps to Avoid
• Weighing the Risks Versus the Rewards
• Sources of Retirement Income
• Estate Planning & Gifting

Blueprint for Retirement has created an easy and fun way to teach retirement planning. This course was split into two days with each session giving you the knowledge and tools needed to kick-start your financial planning.

Course Outline:

Day 1:

• Can I Retire Today?
• Lifestyle
• Retirement Plans
• Taxes

Day 2:

• Estate Planning
• Preliminary Planning
• Investing
• Risk Management
• Social Security

Tuition is $49, which includes materials. Your spouse or guest can be enrolled at no additional cost. Advance registration and pre-payment are required.

You may pay by phone or with a check or credit card. We do not accept cash payments.

Make checks payable to:

• Retirement Course Department
  3131 Camino Del Rio North, #1550
  San Diego, CA 92108

Pay by phone:

• (619) 842-2400

Credit cards accepted:

• American Express
• VISA
• Mastercard
• Discover

Pay now by credit card.

Please note that the name displayed on your credit card statement for this transaction will appear as Pure Financial Advisors.