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  • About
    • About the Class
    • Instructors
    • Locations
    • What You Receive
    • FAQs
  • Course Overview
  • Who Should Attend
  • Schedule

Tag Archive

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

Thursday, December 8

retirementsd November 17, 2022

Tax & Retirement Planning Education one-day virtual class

Online

Thursday, March 31

retirementsd March 8, 2022

Tax & Retirement Planning Education one-day virtual class

Online

Saturdays, February 5 & 12

retirementsd January 19, 2022

Tax & Retirement Planning Education two-day virtual class

Online

Thursdays, February 3 & 10

retirementsd January 18, 2022

Tax & Retirement Planning Education two-day virtual class

Online

Slide CONTACT Call: (858) 812-7545 [email protected] QUICK LINKS Schedule Course Overview Instructors FAQs tax & retirement education Terms of Use Privacy Policy © 2022 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.