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Saturdays, September 9 & 16
San Marcos
Over 4 million people have attended this course and other financial education classes developed by this seminar publisher. This retirement planning class takes places at Palomar College, San Marcos.
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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