Saturdays, November 14 & 21

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

$29 tuition includes a 222-page digital course textbook with examples and illustrations to help inform you about financial topics that matter.

Objective, Factual Education
This is purely educational, no specific financial products will be discussed or sold.

Hourly Schedule

Saturday, November 14

9 - 10:30 am
Day 1

Saturday, November 21

9 - 10:30 am
Day 2

Book Event

Register Tuition
Available Tickets: 20
The Register ticket is sold out. You can try another ticket or another date.


Nov 14, 2020


9:00 am - 10:30 am

Local Time

  • Timezone: America/New_York
  • Date: Nov 14, 2020
  • Time: 12:00 pm - 1:30 pm





Slide CONTACT Call: (858) 812-7545 [email protected] QUICK LINKS Schedule Course Overview Instructors FAQs tax & retirement education Privacy Policy © 2020 All Rights Reserved 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.

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