Personal Finance Classes

Tax & Retirement Edu

The financial world is complex. This course helps make it simple.

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Topics

Investing for Retirement

Portfolio Construction & Saving Strategies

Tax Planning

Building a Forward-Looking Tax Savings Strategy

Retirement Myths & Obstacles

Overcoming Common Retirement Mistakes

Estate Planning & Asset Protection

Protecting your legacy

SCHEDULE

Learn Why Pre-Retirees & Retirees Love This Class

Over 4 million people have attended this course and other financial education classes developed by this seminar publisher

Hosted at the Following

San Diego Colleges & Universities

san diego state university retirement class

university of san diego retirement education

CLASSES ARE

ENROLLING NOW

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What You Receive

Objective, Factual Education

This class has been conducted in colleges and universities since the early 1990’s. Unlike many free, one-to two-hour workshops that promote specific financial products, this course is purely educational. No specific financial products will be discussed or sold.

Format

Tax & Retirement Planning Education is instructed by a Certified Financial Planner^TM. The course presentation includes visuals, graphs and case studies to make it entertaining, yet informational. The class size is limited to create a more intimate setting where questions are encouraged, although not required.

Textbook

The course includes a 222-page workbook with examples and illustrations to help inform you about financial topics that matter. The workbook contains many exercises and examples, including investment performance graphs, tax charts, and interest calculators to help you understand the financial concepts presented. You will be able to use the workbook as a reference tool for years to come.

CLASS SCHEDULE

Next Upcoming Event

27 April 2024

Saturdays, April 27 & May 4
San Marcos

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