The Retirement Masterclass
The Retirement Masterclass was designed to help retirees and soon-to-be retirees navigate the complexities that come from using their savings in retirement. We cover basic concepts as the appropriate amount of cash to keep on hand, to more intricate topics such as tax reduction strategies, investment management, and estate planning. This class is meant to help people in retirement avoid the most common mistakes retirees make, and enjoy an abundant retirement without having to worry about finances.
Register Online - cancelled
DATES: 2 Saturdays: September 28 - October 5, 2024
TIME: 9:30 - 11:30am
FEE: $69.99
LOCATION: San Luis Obispo Campus Room 2605
INSTRUCTOR: Kevin Campbell
QUESTIONS: Contact instructor at 805-468-5375 or kevin@periscopewealthadvisors.com
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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 |