Principles of Retirement Planning: PTSPOPA1116

Event Phone: 844-311-6952

  • November 16, 2019
    10:00 am - 2:00 pm


  • Thomas Swan
    My name is Thomas Swan, CRPS®, RICP®, President of Retirement Income Specialists. I am a full service financial advisor specializing in Retirement Income Planning. I have two conveniently located offices in Ventura and Westlake Village.

This course provides a fundamental working knowledge of the principles of conservative retirement planning as they apply to retirement planning. The materials cover varied aspects of conservative retirement planning, such as changes in planning paradigms, history of markets, impact of bear markets, retirement budgeting, aspects of financial decisions, and more, . Students will increase their awareness of the overall risk in the markets as well as possible asset allocation models to help manage exposure to risk. This course also covers conservative retirement planning, income planning, asset allocation, and appropriate financial decisions. It is not designed to give specific solutions to individual needs.

This is not a financial seminar; this is a financial course of study where you will leave with the knowl­edge and confidence to make financial decisions suited to your level of risk and in-line with the goals and objectives you establish.


November 16th


3451 Foothill Rd., Ventura, California, 93003

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