palomar college san marcos tax and retirement

Saturdays, August 3 & 10
San Marcos

Over 4 million people have attended this course and other financial education classes developed by this seminar publisher. This retirement planning class takes places at Palomar College, San Marcos.

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:

business insider retirement
bloomberg retirement planning
yahoo retirement education

Hourly Schedule

Saturdays, August 3

9:30 - 11:45 am

Saturdays, August 10

9:30 - 11:45 am

Book Event

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Available Tickets: 10
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Date

Aug 03, 2024

Time

9:30 am - 11:45 am

Local Time

  • Timezone: America/New_York
  • Date: Aug 03, 2024
  • Time: 12:30 pm - 2:45 pm

Cost

$49.00
Palomar College San Marcos Campus

Location

Palomar College San Marcos Campus
1140 W Mission Rd, San Marcos, CA 92069
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