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Rejuvenate Your Retirement®️: An Educational Course for Retirees Age 65+

August 17 @ 1:00 pm - 2:00 pm


Making your money last throughout retirement has never been more challenging. People are living longer, and fewer retirees have traditional pensions. In recent years, the volatility of the stock and bond markets has been high and interest rates paid by banks have been low. While most retirees are covered by Social Security, this program also faces financial challenges. This course helps you develop a personalized retirement income plan.

Whether your objective is to become more active, give your life a new sense of purpose or make more informed financial decisions, Rejuvenate Your Retirement®️ has something for everyone. This comprehensive course covers key issues faced by retirees. Discover new ways to stay mentally, physically and socially active, and learn about important financial topics such as tax reduction planning, investment risk management, health care planning and estate planning. Above all, discover how to apply this knowledge to pursue a more active, healthy and financially secure lifestyle in retirement.

Course Topics Include:

•    Calculating whether you should convert your IRA to a Roth IRA

•    Maximizing tax efficiency under recent legislative policy changes

•    Evaluating and planning for health care, long-term care, incapacity, and end of life decisions

•    Identifying the primary threats to your retirement savings

•    Planning your retirement income to preserve a comfortable lifestyle

•    Reviewing your estate plan and ways to reduce or eliminate taxes on your assets

Who Should Attend

While there are many courses available for pre-retirement planning, this unique course focuses on the concerns, issues, and needs of today’s retirees. Whether you’re planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.

Your Instructor

Your instructor Sima Alefi, AAMS®️, ChFC®️ is a Wealth Management Advisor and member of the Financial Planning Association. As founder of Serenity Financial Planning, she works with clients in the San Diego area and across the United States. Sima Alefi, AAMS®️, ChFC®️ is a registered representative with and securities and advisory services offered through LPL Financial a registered investment advisor Member FINRA/SIPC. Serenity Financial Planning and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation. Thursday, June 8. 1-2pm. Reservations required. Free, open to all.

Thursday, August 17. 1-2pm. 

Free, open to all. Registration Required.

To register, email [email protected] or call 858-459-0831


La Jolla Community Center
6811 La Jolla Blvd
La Jolla, CA 92037 United States
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858- 459-0831
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La Jolla Community Center
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