retirement class at university of san diego

Thursdays, March 14 & 21
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

Thursdays, March 14

6:30 - 8:45 pm
Speakers:
Jim Mellon, CFP®

Thursdays, March 21

6:30 - 8:45 pm
Speakers:
Jim Mellon, CFP®
Jim Mellon, CFP®
Jim Mellon, CFP®
Wealth Advisor
Jim is a Wealth Advisor for Canter Wealth and acts as a fiduciary focused on helping clients accomplish their financial goals. Prior to joining Canter, Jim worked at three leading financial service firms and advised a wide range of clients including high net worth families and public employees in the Boston school districts. During his time with these firms, Jim became increasingly frustrated by the proprietary solutions and lack of customization at his prior firms. These collective experiences give Jim a unique perspective to help Canter clients going forward. Jim graduated from Suffolk University with a Bachelor of Business Administration in Finance. In his free time, he enjoys travel and now lives in San Diego.

Book Event

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Date

Mar 14, 2024

Time

6:30 pm - 8:45 pm

Local Time

  • Timezone: America/New_York
  • Date: Mar 14, 2024
  • Time: 9:30 pm - 11:45 pm

Cost

$49.00
University of San Diego

Location

University of San Diego
5998 Alcala Park, San Diego, CA 92110
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