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Adult financial education classes




We recruit and hire the most educated and up-to-date associates in the industry.  Each of our associates are instructors at colleges and specialize in areas of personal finance including retirement and estate planning. This helps assure that our clients receive accurate information from an industry expert.  We believe that teaching college classes for adults keeps our associates current and in-touch with the public, rather than sitting behind a desk all day. We mandate that our associates have a very public presence and stay in touch with their clients and the general public through seminars and classes. Our college classes are open to the public and are a great way for adults to educate themselves on topics regarding their personal finances.  As an attendee you will have an opportunity to ask questions of our associates in class in order to improve your financial situation.  We encourage couples to attend together. 




UCLA Extension classes offer a variety of personal finance classes for adults including:


  • Retirement Planning

  • Financial Planning for Women

  • Social Security Secrets

  • Estate Planning

  • and more...

West LA College has easy parking and very affordable classes for adults.  It is situated in the heart of Culver City and provides classes on topics including:


  • Social Security Planning

  • Estate Planning for Everyone

  • Medicare Decisions Made Easy

  • Investment Bootcamp

Los Angeles City College is centrally located in Los Angeles and provides very informative classes in:


  • Social Securiy Planning

  • Medicare Decisions Made Simple

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Pasadena City College conveniently located near the freeways adult students an eye-opening course in:


• Estate Planning

Irvine Valley College with a beautiful campus and easy parking offers adult students a wide variety of educational courses on:


• MediCare Decisions

• Long Term Care

•Social Secutiy Maximization and more...

Cerritos College has a great class helping adults on making smart decisions on: 


• MediCare

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