retirement class sage creek high school

Tuesdays, October 17 & 24
Sage Creek High School

Over 4 million people have attended this course and other financial education classes developed by this seminar publisher. These retirement class sessions will take place at Sage Creek High School.

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

Tuesdays, October 17

6:30 - 8:45 pm
Speakers:
Michael Roy

Tuesdays, October 24

6:30 - 8:45 pm
Speakers:
Michael Roy
Michael Roy
Wealth Advisor
In his role as a Wealth Advisor, Michael helps families across the country with goal-based financial planning and retirement readiness. Prior to starting his career, Michael served in the Navy for four years and graduated with a Bachelor of Science in Social Science with an emphasis in Applied Economics from Florida State University. After graduating, Michael spent 18 years working for a $192 billion investment manager based out of Texas, one of the largest in the country. In his time there, Michael served in various client focused roles including capital market research, portfolio construction, and household wealth management. Most recently, he served as the Regional Vice President of Florida. Michael joined Canter Wealth due to his passion for helping families achieve their goals through robust financial planning and a fiduciary standard of care for investment management. Michael holds his Series 65 License and is currently pursuing his CFP® designation. In his free time, Michael and his wife enjoy spending time with family, hiking with their two dogs, boating, skiing and volunteering.
Tags:

Date

Oct 17, 2023
Expired!

Time

6:30 pm - 8:45 pm

Local Time

  • Timezone: Asia/Singapore
  • Date: Oct 18, 2023
  • Time: 9:30 am - 11:45 am

Cost

$49.00
Sage Creek High School

Location

Sage Creek High School
3900 Bobcat Blvd, Carlsbad, CA 92010
X