San Diego

Baby Boomer Retirement Course

For the baby boomers, there’s been a shift in retirement income planning when compared to previous generations. This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as income planning, Social Security maximization and the risks to avoid. You’ll learn how to incorporate health care, inflation and their considerations into your overall plan. Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement strategy.

Course Location:

Cal State University San Marcos
333 S. Twin Oaks Valley Road
San Marcos, CA 92096

Course Schedule:

This course meets once a week for two consecutive weeks.

Tuesdays, Jan. 23 and 30, 6:30 P.M. – 9:00 P.M.
Saturdays, Feb. 3 and 10, 9:00 A.M. – 12:00 P.M.
Saturdays, Mar. 3 and 10, 9:00 A.M. – 12:00 P.M.
Tuesdays, Mar. 6 and 13, 6:30 P.M. – 9:00 P.M.


• Tuition $59 (includes all course materials and fees)
**$10 discount if registered on or before 3 days prior to beginning of class**
• Couples may attend for a single tuition cost
• Fill out form
• Select dates on form
• Click on the “Reserve Your Spot” button to register for chosen date
• Follow the PayPal instructions

Register Here

Upcoming Events

There are no upcoming events at this time.

About Your Course Presenter

Kelly J. Carter is the founder and CEO of Beacon Retirement Planning Group, Inc. and has over 27 years experience as a financial life planner. Kelly has headed up the forum for hundreds of public wealth preservation workshops and has spoken to thousands of retirees, with expertise in integrated wealth management strategies.

Steven Conte is the co-founder and President of BRPG and has 35 years of experience in Corporate America. Steve brings an extensive background in financial planning with an emphasis in retirement income planning.

About Simplify Your Retirement

Simplify Your Retirement is an independent financial education company. The goal of the Simplify Your Retirement course is to take the complexity out of retirement planning and to provide main street investors with the peace of mind about retirement. Our goal is to empower Baby Boomers to prepare for a secure and peaceful retirement.