Tuesdays, December 5 & 12
Miramar College
This Tax & Retirement Planning Education class will take place at Miramar College. 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
Tuesday, December 5
- 6:30 - 8:45 pm
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Speakers:
Michael Canzone, CFP®
Tuesday, December 12
- 6:30 - 9:45 pm
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Speakers:
Michael Bernier, CFP®, AIF®
Michael Canzone, CFP®
Wealth Advisor
Michael Canzone is a Wealth Manager for Canter Wealth. With over 18 years of experience, Michael brings extensive knowledge to providing customized financial planning for families, corporations, and charitable organizations.
Michael began his investment career with Prudential Securities in 1999. In 2005, he joined Fidelity Investments and became Vice President of their Private Client Group through 2011. At that time, Michael transitioned to building his own successful financial planning franchise through Ameriprise Financial. In 2018 Michael joined Canter Wealth.
Michael prides himself on building lasting relationships with clients where he can provide quality, long-term advice and a space for open communication.
He graduated from San Diego State University in 1997 earning BS degree in Political Science. In May 2003, Michael obtained his CERTIFIED FINANCIAL PLANNER™ certification.
When away from the office, Michael enjoys reading, surfing, and spending time with his family.
Michael Bernier, CFP®, AIF®
Wealth Advisor
With over fifteen years of experience in the wealth management industry, Mike Bernier presently serves as a Senior Wealth Advisor for Canter Wealth, where he helps clients achieve their goals using prudent financial planning.
Prior to joining Canter Wealth, Mike was a Senior Advisor at one of the fastest-growing financial planning firms in the country, managing over $200 million in client assets.1 His experience in personal finance enables him to develop strategic approaches in the areas of tax strategy, investment management, retirement, and estate planning.
Mike graduated Summa Cum Laude from San Diego State University’s College of Business Administration with a major in Financial Services. Based on his achievement in the program, Mike was recognized by Beta Gamma Sigma, The International Honor Society for Business Excellence. Following his lifelong passion for knowledge, Mike chose to pursue and complete all the requirements necessary to become a CERTIFIED FINANCIAL PLANNERTM practitioner.
Mike teaches retirement adult education courses at colleges across San Diego. He has been featured on CBS, KFMB, KRLA and was previously a co-host on a local financial radio show for many years.
During his free time, Mike is an active member of the Aztec Athletic Foundation and enjoys spending time with his wife, Nicole and three children, Grant, Wesley, and Charlotte.
Source:
1 “RIA Survey & Ranking 2018,” Financial Advisor Magazine, July2018