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 a 228-page workbook with 8 sections and all of the hard-copy information for the course. For further info on the instructor visit The James Financial Group or contact jjames@cfiemail.com.
| San Luis Obispo Campus | North County Campus | Arroyo Grande Campus |
|---|---|---|
Register OnlineDATES: 2 Thursdays: March 26 - April 2, 2020 TIME: 6:00 - 9:00pm FEE: $59 # BF0914.120 LOCATION: San Luis Obispo Campus Room 4750 INSTRUCTOR: Carey James - www.thejamesfinancialgroup.com QUESTIONS: Contact instructor at jjames@cfiemail.com or or (805) 473-6670 |
Register OnlineDATES: 2 Saturdays: March 14 - 21, 2020 TIME: 10:00am - 1:00pm FEE: $59 # BF0912.120 LOCATION: Paso Robles North County Campus Room N2409 INSTRUCTOR: Carey James - www.thejamesfinancialgroup.com QUESTIONS: Contact instructor at jjames@cfiemail.com or or (805) 473-6670 |
Register OnlineDATES: 2 Thursdays: March 12 - 19, 2020 TIME: 6:00 - 9:00pm FEE: $59 # BF0910.120 LOCATION: Arroyo Grande High School Campus Room 902 INSTRUCTOR: Carey James - www.thejamesfinancialgroup.com QUESTIONS: Contact instructor at jjames@cfiemail.com or or (805) 473-6670 |