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Benefit Financial Services Group: Retirement Planning Fall Webinar Series

Pepperdine is partnering with Benefit Financial Services Group to bring you a fall webinar series on retirement planning. As we near the end of 2023, we are pleased to bring you a series that focuses on the basics in planning for your retirement. Join us as we share information on year-end tax planning, budgeting, debt management, less traditional retirement options, and the basics of investing.

Year-End Tax Planning

  • Learn how to strategically offset and minimize taxes.
  • Tax planning for business owners, executives and individuals with stock options.
  • Forecasting for 2024 and beyond – A glimpse into anticipated tax changes and how to prepare.
  • October 26, 2023 | 10 AM | Register

Budgeting, Debt Management, & Student Loans

  • Discussion on methods to manageably reduce debt over time.
  • Student loans overview - Review of loan types and updates to relief options.
  • Leave this webinar equipped with the tools and techniques to manage your finances confidently.
  • November 2, 2023 | 10 AM | Register

Adventures in Retirement: Embracing Unconventional Golden Years

  • Redefine your dream retirement and learn how to make that dream a reality.
  • If you are considering moving abroad, traveling or relocating in retirement, learn how individuals like you are breaking the mold and the financial implications.
  • November 9, 2023 | 10 AM | Register

A Beginner's Guide to Investing (Investing 101)

  • Learn the investing basics.
  • Keys to investment success to help create greater financial stability in your life.
  • Understand the different types of investments.
  • November 16, 2023 | 10 AM | Register