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

Class 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

ONLINE CLASSES ARE ENROLLING NOW View Class Schedule

We are only offering online classes at this time SAN DIEGO COLLEGES & UNIVERSITIES Hosted Online & at the Following

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.

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