palomar college san marcos tax and retirement

Thursdays, August 8 & 15
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

Thursday, August 8

6:30 - 8:45 pm

Thursday, August 15

6:30 - 8:45 pm

Book Event

Available Tickets: 20
The Register ticket is sold out. You can try another ticket or another date.


Aug 08, 2024


6:30 pm - 8:45 pm

Local Time

  • Timezone: Asia/Singapore
  • Date: Aug 09, 2024
  • Time: 9:30 am - 11:45 am


Palomar College San Marcos Campus


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