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Learn how to maximize your investments during COVID-19 crisis

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With the ongoing pandemic wreaking havoc on the investments of many, the City of Mission Viejo has teamed up with certified financial planner Travis Allen to host the following online courses.

Coronavirus and Your Investments

The worldwide coronavirus lockdown has affected everything from daily lives to the value of investors’ portfolios. In this timely course, we will cover COVID-19’s impact on the global financial and real estate markets and how to use both time-tested and opportunistic strategies to navigate the current market environment and keep your investments and financial planning on track.
#55744 / Th / June 11-18 / 1:30-3:30 pm / $39 / Online 

Investment Basics

Are you new to investing or confused about your investments? In this straightforward course, you will learn the basics of stocks, bonds, mutual funds, ETFs, annuities and life insurance. We'll also cover IRAs, 401ks and other retirement plans and the importance of asset allocation and diversification to manage risk. Upon completion of this course, you'll be able to analyze financial news and understand your investment statements.
#54431 / Wed / June 10-24 / 1:30-3:30 pm / $39 / Online 
#54433 / Wed / July 8-22 / 1:30-3:30 pm / $39 / Online

Successful Retirement Planning

Are you on track to retire comfortably? This personalized course will show you how to determine your ideal retirement age, how to maximize your retirement savings and pensions and the latest retirement income strategies to minimize taxes and make sure your assets last a lifetime.
#55743 / Th / June 25-July 2 / 1:30-3:30 pm / $39 / Online  

Optimize Your Social Security

You’ve paid into Social Security your entire working life, so it’s time to learn the best strategies to maximize your lifetime benefits. This in-depth workshop will cover when to claim Social Security.
#54432 / Tu / June 9 / 1:30-3:30 pm / $25 / Online 


Submitted by Tami on Fri, 06/26/2020 - 8:09 pm


I tried signing up for the Investment Basics class, but I did not see it listed in the Events section on my account. I must be missing something, or doing something wrong. Can I use PayPal to sign up?

Thank you,

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