Class Schedule

Sign up for a tax & retirement planning course instructed by a Certified Financial Planner^TM.

September 2021

Tuesday, Sept 28 & Oct 5

At Union Cowork, San Marcos ...

28 Sep

6:30 pm - 8:45 pm

Union Cowork San Marcos

251 N City Dr #128F, San Marcos, CA 92078

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This course includes a 222-page workbook with examples and illustrations to help inform you about financial topics that matter. The class is purely educational, no financial products will be discussed or sold.

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