Tax & Retirement Education
Online Virtual Power
Learn how to reduce your taxes by using strategies that can potentially lead to hundreds of thousands of dollars saved over the course of your retirement. This is a condensed version of our live Tax & Retirement Education classes hosted at colleges across San Diego County.
- Strategies to help reduce taxes before new tax laws expire
- Offset capital gains tax
- Generate tax-free retirement income
- Create a tax-efficient retirement withdrawal strategy
- Learn where to locate your investments for higher after-tax returns
Over 4 million people have attended the full length course and other financial education classes developed by this seminar publisher.
Featured On:
Hourly Schedule
Wednesday, September 11
- 12 - 1 PM
- Virtual Power Hour
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Speakers:
Aiden Cox, CFP®
Aiden Cox, CFP®
Wealth Advisor
Aiden Cox serves as a Wealth Manager at Canter Wealth, leveraging his passion for assisting others and his commitment to lifelong learning within the financial services industry. Dedicated to meeting the evolving needs of his clients, Aiden earned his CERTIFIED FINANCIAL PLANNER™ designation, specializing in investment, estate, and tax planning.
Additionally, Aiden holds the Chartered Sustainable Investment Counselor credential, catering to clients interested in aligning their investments with their values.
Before transitioning to wealth management, Aiden spent five years in the United States Marine Corps, where he served as an Intelligence Analyst and Marine Security Guard across various embassies and consulates worldwide. He earned a bachelor’s degree with a focus on finance from Northeastern University in Boston.
While originally from Salt Lake City, UT, Aiden has made San Diego his home for the past decade, balancing time between the two states to be close to family. Outside of work, he enjoys traveling, scuba diving, and exploring diverse cuisines.