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Course

Passport to Retirement CEXTN08-202440

Ended Mar 13, 2024

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Full course description

Passport to Retirement

Wednesdays, 3/6-3/13/2024, 6:00pm-8:00pm
2 in-person sessions
Location: Chinatown/ North Beach Center, Room 501

Instructor: Nikolai Papa
 
This educational course focuses on today's retirement challenges and will help you:
  • Assess the costs of retirement
  • Set realistic retirement goals
  • Identify sources of income
  • Use appropriate investment strategies
  • Manage taxes 
  • Help preserve wealth and assets
  • Provide for your family and heirs
  • Steer clear of common roadblocks
1 workbook per student is included in the enrollment fee
 
Instructor Bio:
Nikolai Papa is one of the founders and managing partners of Bay Area Wealth Management Group, LLC, an independent wealth management and advisory firm. Nikolai has instructed this course at City College for several years and has a focus on retirement planning and providing clear unbiased educational information to his community.