Tax & Retirement Classes

Adult EducationOwner Verified

About

Financial education provider at 7825 Fay Ave in La Jolla, CA 92037, offering classes and workshops on tax planning, retirement preparation, Social Security optimization, investment basics, and estate planning for adults approaching or navigating retirement. Nelson Consulting and Training on La Jolla Blvd addresses the professional-development side of adult education, while Tax & Retirement Classes focuses squarely on the personal financial decisions that define post-career life. Sessions cover IRA and 401(k) distribution strategies, Medicare enrollment timing, tax-efficient withdrawal sequencing, and income planning. The Fay Avenue location in the Village is accessible for La Jolla residents and San Diego professionals. Retirees who want to stay intellectually engaged beyond financial planning explore enrichment courses at UC San Diego Extended Studies on Villa La Jolla Dr. Check their website for upcoming class dates and registration.