retirement class at university of san diego

Tuesdays, June 17 & 24
USD

This retirement planning course will be hosted at University of San Diego. 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:

business insider retirement
bloomberg retirement planning
yahoo retirement education

Hourly Schedule

Tuesday, June 17

6:30 - 8:45 pm

Tuesday, June 24

6:30 - 8:45 pm

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Date

Jun 17, 2025

Time

6:30 pm - 8:45 pm

Local Time

  • Timezone: America/New_York
  • Date: Jun 17, 2025
  • Time: 9:30 pm - 11:45 pm

Cost

$49.00

Location

University of San Diego
University of San Diego
5998 Alcala Park, San Diego, CA 92110
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Tax & Retirement Education

Class Schedule
tax & retirement education

Disclosures: This presentation should not be used as a basis for legal, accounting and/or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences. The materials are provided for informational purposes only. The strategies and investments discussed during the presentation may not be suitable for all investors. Exposure to ideas and financial vehicles discussed should not be considered investment advice or recommendation to buy or sell any financial vehicle. The materials are provided for informational purposes only and should not be used or construed as an offer to sell or a solicitation of an offer to buy any security. Past performance is not indicative of future results. Investments will fluctuate and when redeemed may be worth more than or less than when originally invested.

Investment advisory services are offered through Canter Wealth, a Registered Investment Adviser. T | 858.812.7550 E | [email protected]

Canter Strategic Wealth Management, LLC d/b/a Canter Wealth (the Registered Investment Adviser), and Canter Real Estate Group, Canter Development, and Canter Capital are affiliated companies. Persons engaging the services of one affiliate of the Canter Companies should be aware each of the companies is operated separately. Engaging the services of one entity does not entitle any client to the rights and protections of another entity, some of whom are regulated entities subject to different regulatory regimes. Clients should be aware that services provided by one regulated entity will only be provided concerning that entity and are not for services provided by another Canter Company. The protections afforded when doing business with one entity may not necessarily exist when doing business with another affiliated entity.

The testimonials/endorsements about the class have been given by attendees of general retirement planning education courses provided by Canter Wealth. No compensation was given in exchange for the testimonial/endorsement. Due to Canter Wealth's relationship with the testimonial/endorsement provider, material conflicts of interest may arise, as some class attendees have engaged Canter Wealth for additional fee-based advisory services.

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