Allen G. Yee CFP, CWS of Guidant Planning, Inc.

10/05/2026

Retirement has no do-overs — so the time to prepare is before you need the plan.

Are you confident you know what your retirement years will look like — and how you’ll turn your savings into a reliable income strategy?

Join us October 24th and 31st at Pasadena City College for Passport to Retirement, a practical two-part course designed to help you approach retirement with greater clarity and confidence.

Over the two sessions, you’ll explore important questions surrounding:

• Creating a retirement income strategy
• Understanding Social Security and Medicare
• Managing taxes in retirement
• Evaluating investment and portfolio risks
• Protecting against unexpected expenses
• Planning for long-term care and other future needs
• Preparing your estate and legacy
• Building a retirement plan aligned with the life you want to live

Retirement is more than a date on the calendar. It’s a transition that deserves thoughtful preparation — and the right questions can make all the difference.

Whether retirement is just around the corner or still several years away, Passport to Retirement can help you take the next step with greater confidence.

📅 October 24th & 31st
📍 Pasadena City College

Seats are filling quickly. Reserve your spot today through the link below!

https://www.classesonretirement.com/

04/13/2026

We all want to know, “What’s next for the financial markets?” But no one knows for sure.

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

04/12/2026

Learn the ins and outs of 529 plans before you or your student heads to college.

This article can be a helpful guide when beginning to prepare for education expenses.

04/10/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

04/08/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

04/06/2026

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

04/05/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

04/03/2026

Never get stuck with the check again after watching this.

Peer-to-peer payment apps are one of the newest ways to send money.

04/01/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.