My Retirement Planning Coach

Coaching

What are you looking for: More peace of mind by having a plan, more time by having an advisor, or less worry about your investments?

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Class

Bakersfield College's Levan Institute for Lifelong Learning presents the "Boomer Retirement Planning Class." Learn the latest retirement planning strategies so you can retire with confidence.

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News & Insights

Select from newspaper columns tailored for boomers in retirement, to videos that use real life case studies to explain the retirement plan coaching process in depth.

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Investing

Successful investing begins with low fees, good advice, and professional management.

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Coaching