palomar college san marcos tax and retirement

Saturdays, June 10 & 17
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, June 10

9:30 - 11:45 am

Saturdays, June 17

9:30 - 11:45 am


Jun 10, 2023


9:30 am - 11:45 am

Local Time

  • Timezone: America/New_York
  • Date: Jun 10, 2023
  • Time: 12:30 pm - 2:45 pm


Palomar College San Marcos Campus


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