Tax & Retirement Education
Online Virtual Power
Learn how to reduce your taxes by using strategies that can potentially lead to hundreds of thousands of dollars saved over the course of your retirement. This is a condensed version of our live Tax & Retirement Education classes hosted at colleges across San Diego County.
- Strategies to help reduce taxes before new tax laws expire
- Offset capital gains tax
- Generate tax-free retirement income
- Create a tax-efficient retirement withdrawal strategy
- Learn where to locate your investments for higher after-tax returns
Over 4 million people have attended the full length course and other financial education classes developed by this seminar publisher.
Featured On:
Hourly Schedule
Tuesdays, September 10
- 6 - 7 PM
- Virtual Power Hour
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Speakers:
Jaron Beach, CFP®
Jaron Beach, CFP®
Wealth Advisor
Jaron Beach serves as a Wealth Advisor for Canter Wealth, where he acts as a fiduciary committed to helping clients achieve their financial objectives. Driven by a commitment to excellence, Jaron works closely with his clients to understand their unique financial goals and aspirations. Through meticulous analysis and personalized guidance, he empowers them to make informed decisions that align with their long-term objectives.
Prior to joining Canter Wealth, Jaron honed his skills at two prominent financial service firms in San Diego where he advised a diverse clientele, including high-net-worth families and young professionals.
When Jaron is not working, you can usually find him on the golf course, watching San Diego State basketball, or rooting for the Padres to beat the Dodgers.
Jaron graduated from San Diego State University- Fowler College of Business with an emphasis in Financial Services and later obtained his CERTIFIED FINANCIAL PLANNERTM certification.