Saturdays, January 25 & February 1
University City High School
Over 4 million people have attended this course and other financial education classes developed by this seminar publisher.
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
Saturday, January 25
- 9:30 - 11:45 am
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Speakers:
Aiden Cox, CFP®
Saturday, February 1
- 9:30 - 11:45 am
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Speakers:
Aiden Cox, CFP®
Aiden Cox, CFP®
Wealth Advisor
Aiden Cox serves as a Wealth Manager at Canter Wealth, leveraging his passion for assisting others and his commitment to lifelong learning within the financial services industry. Dedicated to meeting the evolving needs of his clients, Aiden earned his CERTIFIED FINANCIAL PLANNER™ designation, specializing in investment, estate, and tax planning.
Additionally, Aiden holds the Chartered Sustainable Investment Counselor credential, catering to clients interested in aligning their investments with their values.
Before transitioning to wealth management, Aiden spent five years in the United States Marine Corps, where he served as an Intelligence Analyst and Marine Security Guard across various embassies and consulates worldwide. He earned a bachelor’s degree with a focus on finance from Northeastern University in Boston.
While originally from Salt Lake City, UT, Aiden has made San Diego his home for the past decade, balancing time between the two states to be close to family. Outside of work, he enjoys traveling, scuba diving, and exploring diverse cuisines.