Tax & Retirement Planning Education Navigation
  • About
    • About the Class
    • Class Reviews
    • Instructors
    • Locations
    • What You Receive
    • FAQs
  • Course Overview
  • Who Should Attend
  • Class Reviews
  • Schedule
  • About
    • About the Class
    • Class Reviews
    • Instructors
    • Locations
    • What You Receive
    • FAQs
  • Course Overview
  • Who Should Attend
  • Class Reviews
  • Schedule

Tag Archive

Below you'll find a list of all posts that have been tagged as “Live Class”

palomar college san marcos tax and retirement

Thursdays, May 1 & 8
San Marcos

retirementsd March 17, 2025

Live Class
palomar college san marcos tax and retirement

Saturdays, April 26 & May 3
San Marcos

retirementsd March 17, 2025

Live Class
retirement class sage creek high school

Tuesdays, May 6 & 13
Sage Creek High School

retirementsd March 17, 2025

@ Sage Creek High School

Live Class
retirement class sage creek high school

Wednesdays, April 30 & May 7
Sage Creek High School

retirementsd March 17, 2025

@ Sage Creek High School

Live Class
Palomar College RB

Wednesdays, May 7 & 14
Rancho Bernardo

retirementsd March 17, 2025

Live Class
Palomar College RB

Saturdays, May 3 & 10
Rancho Bernardo

retirementsd March 17, 2025

Live Class
muirlands middle school

Tuesdays, May 13 & 20
Muirlands Middle School

retirementsd March 17, 2025

@ Muirlands Middle School

Live Class
muirlands middle school

Thursdays, May 8 & 15
Muirlands Middle School

retirementsd March 17, 2025

@ Muirlands Middle School

Live Class
palomar escondido retirement classes

Tuesdays, April 29 & May 6
Escondido

retirementsd March 17, 2025

Live Class
palomar escondido retirement classes

Thursdays, April 24 & May 1
Escondido

retirementsd March 17, 2025

Live Class
  • Page 1 of 22
  • 1
  • 2
  • 3
  • ...
  • 22
  • →

Slide CONTACT Call: (858) 812-7545 [email protected] QUICK LINKS Schedule Course Overview Instructors FAQs tax & retirement education Terms of Use Privacy Policy © All Rights Reserved 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.