Tuesday, Sept 28 & Oct 5
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.
Tuesday, September 28
- 6:30 - 8:45 pm
Speakers:Jim Mellon, CFP®
Tuesday, October 5
- 6:30 - 8:54 pm
Speakers:Michael Bernier, CFP®, AIF®
Jim Mellon, CFP®
Jim is a Wealth Advisor for Canter Wealth and acts as a fiduciary focused on helping clients accomplish their financial goals. Prior to joining Canter, Jim worked at three leading financial service firms and advised a wide range of clients including high net worth families and public employees in the Boston school districts. During his time with these firms, Jim became increasingly frustrated by the proprietary solutions and lack of customization at his prior firms. These collective experiences give Jim a unique perspective to help Canter clients going forward. Jim graduated from Suffolk University with a Bachelor of Business Administration in Finance. In his free time, he enjoys travel and now lives in San Diego.
Michael Bernier, CFP®, AIF®
With over fifteen years of experience in the wealth management industry, Mike Bernier presently serves as a Senior Wealth Advisor for Canter Wealth, where he helps clients achieve their goals using prudent financial planning. Prior to joining Canter Wealth, Mike was a Senior Advisor at one of the fastest-growing financial planning firms in the country, managing over $200 million in client assets.1 His experience in personal finance enables him to develop strategic approaches in the areas of tax strategy, investment management, retirement, and estate planning. Mike graduated Summa Cum Laude from San Diego State University’s College of Business Administration with a major in Financial Services. Based on his achievement in the program, Mike was recognized by Beta Gamma Sigma, The International Honor Society for Business Excellence. Following his lifelong passion for knowledge, Mike chose to pursue and complete all the requirements necessary to become a CERTIFIED FINANCIAL PLANNERTM practitioner. Mike teaches retirement adult education courses at colleges across San Diego. He has been featured on CBS, KFMB, KRLA and was previously a co-host on a local financial radio show for many years. During his free time, Mike is an active member of the Aztec Athletic Foundation and enjoys spending time with his wife, Nicole and three children, Grant, Wesley, and Charlotte. Source: 1 “RIA Survey & Ranking 2018,” Financial Advisor Magazine, July2018