Money Management


Retirement planning is for everyone and it’s never too late to start! Learn how to calculate how much money you’ll need, make the most of your current resources, select the appropriate pension options, get a higher return on your investments, and “inflation-proof” your income. Other topics include Social Security, Medicare, long-term care, lifestyle
issues, and much more. A comprehensive workbook contains practical exercises and examples to help you learn and remember everything covered during the classes.

Robert Ostenberg, CFS - Robert is a Financial Advisor and a Retirement Investment Income Specialist with over 14 years’ experience. Robert earned his degree from Oregon State University.

Please call or mail registration form for couples registration, add a 2nd person for $25.00 more.

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Santa Clara Adult Education
Ostenberg TBD TBD TBD $49.00 View