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Educational only and not individualized investment, tax, or legal advice. Registration does not create an advisor-client relationship.

Retirement Planning Class at Moorpark College

A two-part educational class with Brian Sheehy, Senior Investment Advisor at Maridea Wealth Management. May 5 and May 12 at Moorpark College. Official registration required.

Format
In-person • workshop
Date
Tuesday, May 5
Hour
6:00 PM PDT
Location
Moorpark College • 7075 Campus Road • Moorpark, CA
Brian Sheehy
Host
Brian Sheehy
Registration
You can call Adriana directly at 773.482.5850 or email Adriana.Krabec@marideawealth.com

What You'll Learn

Understand the major topics in a retirement planning class
Review how Social Security, IRAs, Roth accounts, and retirement plan distributions may interact
Learn the basics of investments, risk management, long-term care, and life insurance considerations
Identify estate planning documents that may deserve review

Meet Your Host

Brian Sheehy

Senior Investment Advisor

Brian has spent over 30 years helping individuals and families plan for their financial futures. He has taught retirement planning courses at colleges throughout the Chicago area for more than three decades, earning a reputation for making complex financial topics clear and actionable. His areas of focus include retirement planning, fee analysis and transparency, investment cost optimization, and pre-retiree financial education. Brian is a Senior Investment Advisor at Maridea Wealth Management, an SEC-registered investment adviser serving clients nationally. Registration does not imply any level of skill or training.

Schedule a Consultation
Brian Sheehy

About Maridea Wealth Management

Maridea Wealth Management is an SEC-registered investment adviser serving clients nationally. Registration does not imply any level of skill or training. The firm supports clients through investment management, retirement planning, and education-focused guidance.

Schedule a Consultation