Thursdays, August 10 & 17
Torrey Pines High School

Over 4 million people have attended this course and other financial education classes developed by this seminar publisher. These retirement class sessions will take place at Torrey Pines High School.

What You’ll Learn:

• › If your investments could be earning more
• › Strategies to help reduce taxes before new tax laws expire
• › How to calculate the amount of money needed for retirement
• › Tax-efficient retirement plan distribution options
• › Which investments may best meet your needs
• › Roth IRA strategies and saving options
• › How to calculate the proper amount of insurance coverage
• › How to transfer an estate to loved ones and charities

Objective, Factual Education
This is purely educational, no specific financial products will be discussed or sold.

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