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: San Luis Obispo Campus Room 4750

Register Online

DATES: 2 Thurs: Sep 17 and 24, 2015

TIME: 6:00-9:00pm

# BF0701.315


Register Online

DATES: 2 Sat: Sep 26 and Oct 3, 2015

TIME: 9:30am - 12:30pm

# BF0702.315


LOCATION: North County Campus - Paso Robles, Room N2409

Register Online

DATES: 2 Tues: Sep 29 and Oct 6, 2015

TIME: 6:00-9:00pm

# BF0703.315


Register Online

DATES: 2 Thur: Oct 1 and 8, 2015

TIME: 6:00-9:00pm

# BF0704.315

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