Saturdays, February 1 & 8
Mt Carmel 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, February 1
- 9:30 - 11:45 am
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Speakers:
Jaron Beach, CFP®
Saturday, February 8
- 9:30 - 11:45 am
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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.