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.
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: 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
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.