Thursdays, May 2 & 9
Poway High School

Tax & Retirement Planning class sessions will take place at Poway High School. 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.

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