retirement seminar Personal Finance Classes TAX & RETIREMENT EDU The financial world is complex.
This course helps make it simple.
View Class Schedule

Featured On:


Slide Class Topics investing class Investing for Retirement Portfolio Construction & Saving Strategies tax class online Tax Planning Building a Forward-Looking Tax Savings Strategy retirement education Retirement Myths & Obstacles Overcoming Common Retirement Mistakes estate planning 101 Estate Planning & Asset Protection Protecting your legacy SCHEDULE

personal finance class CLASSES ARE ENROLLING NOW View Class Schedule

Slide san diego state university retirement class university of san diego retirement education csu san marcos retirement class Slide palomar college retirement class miramar college retirement education grossmont college retirement education Slide cuyamaca retirement planning SAN DIEGO COLLEGES & UNIVERSITIES Hosted Online & at the Following

Slide 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 PlannerTM. 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.