
Better Education
Better Planning
Better Retirement
Since 2007, we've been educating retirees and pre-retirees on ways to improve their retirements. We believe in the simple notion that retirement education leads to better retirement decisions and ultimately, a better retirement lifestyle. Prior to COVID, our workshops were live and limited only to students in Southern California. Now, with the evolution of video conferencing we can offer you this invaluable education wherever you are.
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What We Offer
We offer educational classes at universities, libraries, and community centers across the country. Our courses teach a disciplined approach to financial planning and retirement investing.
Virtual Retirement Planning
Our "Retire and Relax" Advanced Plan is a comprehensive retirement plan designed to to give you the tools and information you need to Retire and Relax!
Live and Virtual Retirement Webinars
Join Mike DePaul, RICP as he covers a variety of retirement topics. Mike holds both live and recorded webinars for your convenience.