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.TheJamesFinancialGroup.com or contact cjames@cfiemail.com.

FEE: $59

INSTRUCTOR: Carey James

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

LOCATION: This class is offered at both our San Luis Obispo Campus and the North County Campus

Location:

San Luis Obispo Campus

San Luis Obispo Campus Room 4750

Register Online

DATES: 2 Thu: Mar  9 & 16, 2017

TIME: 6:00 - 9:00pm

# BF0914.117

San Luis Obispo Campus Room 3311

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DATES: 2 Sat: Mar 11 & 18, 2017

TIME: 9:30am - 12:30pm

# BF0915.117

Location

Paso Robles Campus

Paso Robles Campus Room  N2409

Register Online

DATES: 2 Thu: Mar 23 & 30, 2017

TIME: 6:00 - 9:00pm

# BF0916.117

Paso Robles Campus Room  N2409

Register Online

DATES: 2 Sat: Mar 25 & Apr 1, 2017

TIME: 9:30am - 12:30pm

# BF0917.117

 

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