Yavapai College Classes

granny 2347552 pixabay"I learned a lot about investing from your class that I did not know from years of watching the TV financial gurus.  I only wish that I had taken the class years ago, before making the financial mistakes that reduced my retirement income. You offer a wonderful service to the community of Prescott."    - MG

Fundamentals of Investing for Retirees

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Fundamentals of Investing for Retirees

Designed to help investors become more confident about making financial decisions, the easy-to-grasp format of this class provides a broad knowledge of investments preferred by investors approaching or already in retirement. Learn the ins and outs of stocks, bonds, mutual funds, annuities and more. Topics include: recognizing risk, controlling the tax impact of IRA withdrawals, avoiding common investment mistakes, and simple risk reducing strategies that anyone can use. No investments will be offered or promoted.

YC Fundamentals of Investing for Retirees:  

Click this link to be transferred to the Yavapai College site for registration.  Wednesdays, 10/4/2017 - 10/18/2017;  2:00 - 4:00 PM

Strategies that Adapt to Changing Markets

Right-click and "Save" to download a print version of our Program Guide

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You can pursue a wide variety of investment objectives by adjusting the amount of investment allocated to each of our strategies. Your financial advisor can help you select a combination to seek the results you want.
Income needs may be addressed by providing distributions to investors by either systematic withdrawal programs or via a checkbook used by the client to access the account. All strategies are managed on a total return basis, so actual income levels may fluctuate greatly. However, if the long-term total return of the strategies employed are greater than the withdrawals the income will be supported without principal erosion. If the long-term total return of the strategies employed is less than the withdrawals, the income will erode the principal over time. Your financial advisor can assist you in selecting strategies that have the potential to deliver income without long-term principal erosion.

 Click a strategy for details:

Flexible Income

Adaptive Balance

Adaptive Growth

Shock Absorber Growth