Wednesdays, January 22 & 29
Escondido
Over 4 million people have attended this course and other financial education classes developed by this seminar publisher. This class will take place at Palomar College, Escondido Campus.
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:
Hourly Schedule
Wednesday, January 22
- 6:30 - 8:45 pm
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Speakers:
Jim Mellon, CFP®
Wednesday, January 29
- 6:30 - 8:45 pm
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Speakers:
Jim Mellon, CFP®
Jim Mellon, CFP®
Wealth Advisor
Jim is a Wealth Advisor for Canter Wealth and acts as a fiduciary focused on helping clients accomplish their financial goals.
Prior to joining Canter, Jim worked at three leading financial service firms and advised a wide range of clients including high net worth families and public employees in the Boston school districts. During his time with these firms, Jim became increasingly frustrated by the proprietary solutions and lack of customization at his prior firms. These collective experiences give Jim a unique perspective to help Canter clients going forward.
Jim graduated from Suffolk University with a Bachelor of Business Administration in Finance. In his free time, he enjoys travel and now lives in San Diego.