Retirement Distribution Planning (for retirees and soon-to-be Retirees)
This class is designed to help attendees avoid the most common financial mistakes people make in retirement, and to learn new strategies that can enhance their retirement. The information in the class comes from lessons learned from thousands of meetings with people who are retired or near-retirement. We cover everything from simple concepts such as how to build a cash reserve, all the way to technical concepts like Roth Conversions and Asset Location.
Register Online
DATES: 2 Saturdays: June 15 & 22, 2024
TIME: 9:30 - 11:30am
FEE: $69.99
LOCATION: San Luis Obispo Campus Room 2601
MODE OF DELIVERY: In person
INSTRUCTOR: Kevin Campbell
QUESTIONS: Contact instructor at 805-468-5375 or kevin@periscopewealthadvisors.com
Meet the instructor | |
---|---|
Kevin Campbell Born and raised in SLO, Kevin Campbell has spent the last 13 years helping people transition into retirement, and maintain their standard of living throughout retirement. www.periscopewealthadvisors.com |