Wednesdays, April 24 & May 1
Poway High School

Tax & Retirement Planning class sessions will take place at Poway 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: