The Renaissance Society
Active Retirement Investing (12-Week Series)
Discover strategies to invest with confidence in retirement through our Renaissance Society 12-week course, Active Retirement Investing. This series breaks down complex financial concepts into manageable, easy-to-follow lessons spread across the semester. You’ll learn our proven 3-phase approach to retirement investing, helping you understand how to protect your nest egg, grow assets, and plan for a secure future. Whether you invest on your own, work with an advisor, or are simply curious about the process, this class is designed for you.
Replay access ensures you never miss a lesson, and you’re welcome to retake the course to reinforce your knowledge. To register, visit the Renaissance Society website, create an account, and search for Active Retirement Investing. Courses are offered every Fall (September) and Spring (February).
Sierra College
Active Retirement Investing (4-Week Course)
Join us at Sierra College for Active Retirement Investing, a 4-week workshop designed to give retirees and pre-retirees practical tools to manage their finances. This focused series condenses our 3-phase approach to retirement investing into four interactive sessions, helping you quickly understand how to reduce risk, create sustainable income, and avoid costly mistakes.
Whether you’re a do-it-yourself investor, already working with an advisor, or just starting to explore your options, this course will equip you with clear, actionable strategies. Registration is available directly through Sierra College Community Education.
Specialty Workshops
Active Retirement Investing – Specialty & One-Time Workshops
Looking for a shorter learning experience? We also offer one-time and specialty workshops covering a variety of topics in retirement investing. From tax-efficient strategies to estate planning, Social Security, or creating reliable income streams, each class provides a deep dive into a single area of interest.
These sessions are perfect if you want to explore a specific topic without committing to a full course. If you’d like to schedule or learn more about upcoming workshops, please [send us a message/contact us here].
