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: North County Campus - Paso Robles, Room N2439

Register Online

DATES: 2 Thur: Aug 21 and 28, 2014; 6:00-9:00pm

# BF0710.314


Register Online

DATES: 2 Thur: Sep 2 and 9, 2014; 6:00-9:00pm

# BF0711.314


LOCATION: San Luis Obispo Campus Room 4750

Register Online Cancelled

DATES: 2 Sat: Sep 13 and 20, 2014; 9:00am-12:00pm

# BF0712.314


Register Online

DATES: 2 Thur: Sep 18 and 25, 2014; 6:00-9:00pm

# BF0713.314


LOCATION: Arroyo Grande High School Room 959

Register Online Cancelled

DATES: 2 Tues: Sep 23 and 30, 2014; 6:00-9:00pm

# BF0722.314

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