This class is designed to help attendees avoid the most common financial mistakes people make in retirement, and to learn new strategies that can enhance their retirement. The information in the class comes from lessons learned from thousands of meetings with people who are retired or near-retirement. We cover everything from simple concepts such as how to build a cash reserve, all the way to technical concepts like Roth Conversions and Asset Location.
Office:Building 4100 - Office 4103 SLO Campus
Mail to: PO Box 8106,San Luis Obispo, CA 93403
Email: CommunityPrograms@cuesta.edu
Phone:(805) 546-3132
Fax:(805) 546-3209
Office Hours:Monday - Thursday, 8:00am - 4:30pmClosed daily from 12-1pmClosed on Fridays and holidays
Refund Policy
DATES: 2 Saturdays: June 15 & 22, 2024
TIME: 9:30 - 11:30am
FEE: $69.99
LOCATION: San Luis Obispo Campus Room 2601
MODE OF DELIVERY: In person
INSTRUCTOR: Kevin Campbell
QUESTIONS: Contact instructor at 805-468-5375 or kevin@periscopewealthadvisors.com
Kevin Campbell
Born and raised in SLO, Kevin Campbell has spent the last 13 years helping people transition into retirement, and maintain their standard of living throughout retirement. www.periscopewealthadvisors.com
Interested in teaching a not-for-credit course through Community Programs? Propose a new class here.