June 15 - 22, 2024
CE - Retirement Distribution Planning (for retirees and soon
Cuesta College Community Programs • PO Box 8106 San Luis Obispo, CA 93403-8106 Organized by Cuesta College Community ProgramsAbout this event
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Description
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.
Activity Category
Business, Career, Personal Development
Location
SLO-RM 2601
Instructor
Kevin Campbell
Age and Gender
Ages 50-255 · Co-Ed
Location
Sessions
CE - Retirement Distribution Planning (for retirees and soon
$69.99