retirement class sage creek high school

Wednesdays, March 13 & 20
Sage Creek 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 Sage Creek 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.

Featured On:

business insider retirement
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yahoo retirement education

Hourly Schedule

Wednesdays, March 13

6:30 - 8:45 pm
Speakers:

Wednesdays, March 20

6:30 - 8:45 pm
Speakers:
Luke Podbury, CFP®, CRPC®
Luke Podbury, CFP®, CRPC®
Luke Podbury, CFP®, CRPC®
Chartered Retirement Planning Counselor
Luke Podbury began his career as a Wealth Advisor in Washington DC before spending five years advising high-net-worth clients at one of the world’s largest investment management firms. Originally from Australia, Luke is drawn to a coastal beach lifestyle and has found himself right at home in San Diego since relocating in 2019. He has greatly enjoyed becoming part of the community in both a personal and professional level. Luke joined the Canter team in early 2023 and is looking forward to continuing to assist individuals and families with their financial planning goals. Developing strong and trusting partnerships with his clients is extremely important to Luke and keeps him fulfilled and motivated to provide the best experience possible. Luke graduated from Deakin University in Victoria, Australia with a Bachelor’s Degree in Finance & Accounting and is currently pursuing his CFP® designation. In his spare time, Luke enjoys traveling. Following university, he spent a year living in Chiang Mai, Thailand where he volunteered at a number of NGOs and took the opportunity to explore many countries in South East Asia. On the weekends, you can usually find him at the beach, trying a new restaurant with his wife, catching a live sporting event, or playing pickleball with friends.
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Date

Mar 13, 2024
Expired!

Time

6:30 pm - 8:45 pm

Local Time

  • Timezone: America/New_York
  • Date: Mar 13, 2024
  • Time: 9:30 pm - 11:45 pm

Cost

$49.00

Location

Sage Creek High School
Sage Creek High School
3900 Bobcat Blvd, Carlsbad, CA 92010
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Investment advisory services are offered through Canter Wealth, a Registered Investment Adviser. T | 858.812.7550 E | info@canterwealth.com

Canter Strategic Wealth Management, LLC d/b/a Canter Wealth (the Registered Investment Adviser), and Canter Real Estate Group, Canter Development, and Canter Capital are affiliated companies. Persons engaging the services of one affiliate of the Canter Companies should be aware each of the companies is operated separately. Engaging the services of one entity does not entitle any client to the rights and protections of another entity, some of whom are regulated entities subject to different regulatory regimes. Clients should be aware that services provided by one regulated entity will only be provided concerning that entity and are not for services provided by another Canter Company. The protections afforded when doing business with one entity may not necessarily exist when doing business with another affiliated entity.

The testimonials/endorsements about the class have been given by attendees of general retirement planning education courses provided by Canter Wealth. No compensation was given in exchange for the testimonial/endorsement. Due to Canter Wealth's relationship with the testimonial/endorsement provider, material conflicts of interest may arise, as some class attendees have engaged Canter Wealth for additional fee-based advisory services.
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