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 contact@jamesfingroup.com.
San Luis Obispo Campus | South County Campus | North County Campus |
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Register Online - CANCELLEDDATES: 2 Thursdays: March 10 & 17, 2022 TIME: 6:00 - 9:00pm FEE: $59 # BF0913.122 LOCATION: San Luis Obispo Campus Room 4112 INSTRUCTOR: Carey James - www.thejamesfinancialgroup.com QUESTIONS: Contact instructor at contact@jamesfingroup.com |
Register Online - CANCELLEDDATES: 2 Saturdays: March 12 & 19, 2022 TIME: 10:00am - 1:00pm FEE: $59 # BF0914.122 LOCATION: Arroyo Grande High School Room TBD INSTRUCTOR: Carey James - www.thejamesfinancialgroup.com QUESTIONS: Contact instructor at contact@jamesfingroup.com |
Register Online - CANCELLEDDATES: 2 Saturdays: March 26 & April 02, 2022 TIME: 10:00am - 1:00pm FEE: $59 # BF0915.122 LOCATION: Paso Robles North County Campus Room N2409 INSTRUCTOR: Carey James - www.thejamesfinancialgroup.com QUESTIONS: Contact instructor at contact@jamesfingroup.com |