Business and Finance

 

Modern Retirement Planning

Take control of your retirement! A comprehensive course designed to address retirement issues in an unbiased and educational environment. The educational approach will give you the resources to identify your needs and structure (or restructure) a retirement plan. Learn how to set goals, address inflation, avoid mistakes, assess investments, manage risk, lower taxes and plan your estate. Questions encouraged. Designed for those in or near retirement. Price of course includes 228 page workbook with 8 sections and all of the hard-copy information for the course. For further info on the instructor visit www.careyjamesassociates.com or contact cjames@cfiemail.com.

FEE: $59

INSTRUCTOR: Carey James

QUESTIONS: Contact instructor at cjames@cfiemail.com or or (805) 473-6670.


LOCATION: San Luis Obispo Campus Room 4750

Register Online

DATES: 2 Tues: Feb 24 and Mar 3, 2015

TIME: 6:00-9:00pm

# BF0910.115


Register Online

DATES: 2 Thur: Mar 5 and 12, 2015

TIME: 6:00-9:00pm

# BF0911.115


LOCATION: North County Campus - Paso Robles, Room N2439

Register Online

DATES: 2 Tues: Mar 10 and 17, 2015

TIME: 6:00-9:00pm

# BF0912.115


Register Online

DATES: 2 Thur: Mar 19 and 26, 2015

TIME: 6:00-9:00pm

# BF0913.115

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