palomar college san marcos tax and retirement

Tuesdays, September 12 & 19
San Marcos

Over 4 million people have attended this course and other financial education classes developed by this seminar publisher. This retirement planning class takes places at Palomar College, San Marcos.

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:

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Hourly Schedule

Tuesday, September 12

6:30 - 8:45 pm
Speakers:
Michael Canzone, CFP®

Tuesday, September 19

6:30 - 8:45 pm
Speakers:
Michael Canzone, CFP®
Michael Canzone, CFP®
Michael Canzone, CFP®
Wealth Advisor
Michael Canzone is a Wealth Manager for Canter Wealth. With over 18 years of experience, Michael brings extensive knowledge to providing customized financial planning for families, corporations, and charitable organizations. Michael began his investment career with Prudential Securities in 1999. In 2005, he joined Fidelity Investments and became Vice President of their Private Client Group through 2011. At that time, Michael transitioned to building his own successful financial planning franchise through Ameriprise Financial. In 2018 Michael joined Canter Wealth. Michael prides himself on building lasting relationships with clients where he can provide quality, long-term advice and a space for open communication. He graduated from San Diego State University in 1997 earning BS degree in Political Science. In May 2003, Michael obtained his CERTIFIED FINANCIAL PLANNER™ certification. When away from the office, Michael enjoys reading, surfing, and spending time with his family.
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Date

Sep 12, 2023
Expired!

Time

6:30 pm - 8:45 pm

Local Time

  • Timezone: America/Toronto
  • Date: Sep 12, 2023
  • Time: 9:30 pm - 11:45 pm

Cost

$49.00

Location

Palomar College San Marcos Campus
Palomar College San Marcos Campus
1140 W Mission Rd, San Marcos, CA 92069
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Tax & Retirement Education

Class Schedule
tax & retirement education

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.

The testimonials/endorsements about the class have been given by attendees of general retirement planning education courses provided by Canter Wealth. No compensation was given in exchange for the testimonial/endorsement. Due to Canter Wealth's relationship with the testimonial/endorsement provider, material conflicts of interest may arise, as some class attendees have engaged Canter Wealth for additional fee-based advisory services.

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