Portland Community College | Portland, Oregon

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I am passionate about helping people keep more income throughout retirement through savvy tax planning and protect more of their wealth by addressing often overlooked estate planning strategies.

If you could enjoy more of your income while being able to pass on substantially more wealth to family, consider taking my Savvy Tax Planning for Retirees course. Whether you’re approaching retirement trying to diligently plan ahead or if you’ve been retired for some time, this course is designed to give you the opportunity to protect your assets from the government. See registration links below to reserve your spot.

You can find the course outline here: Savvy Tax Planning for Retirement Outline for PCC

My Savvy Tax Planning for Retirees course is offered through several community colleges in the Pacific Northwest however, PCC has the best deal to attend if you are age 62+.

Another course I teach through PCC is a comprehensive retirement planning course entitled “Rejuvenate Your Retirement”. This course consists of two sessions, each two hours long, chocked full of key planning considerations and commonly overlooked mistakes. Here are the course section we review in detail:

Section 1 – Retirement Income Concerns

Section 2 – How Long Will My Money Last?

Section 3 – Investments

Section 4 – Retirement Income Sources

Section 5 – Health Care Planning

Section 6 – Estate Planning

With the goal to move forward with clarify and confidence, register for this course below.

Here is some of my relevant background information:

Qualifications