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Financial Strategies for Successful Retirement-LIve Online Class!

ID : 52322   
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Will you be able to retire early? Could your investments be earning more? Learn how to protect your hard-earned money from market volatility and inflation, taxes and long-term care needs. You will receive a free 204-page workbook along with a personalized financial blueprint to help you plan for a comfortable retirement. David Cuellar, a certified financial planner and VP of wealth management, has been teaching financial planning workshops for years.

During this online live class, these issues will be addressed: diversifying investments, 401k and IRAs,determine how much money you can retire on, estate planning, create income from your portfolio safely. Social Security. Pensions. And more.

Class Details

4 Session(s)
Weekly - Thu

Location
TBD

Instructor
David Cuellar 

 

Notice

Please read:  This class will be held live online via zoom!

Tuition: 

$79.00


Registration Closes On
Thursday, October 6, 2022 @ 11:59 PM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
10/6/2022 - 10/27/2022 Weekly - Thu 06:30 PM - 08:30 PM TBD David Cuellar 

Other Class Offerings

Financial Strategies for Successful Retirement-LIve Online Class!
ID: 52323

10/18/22 - 11/08/22
Weekly - Tue
4 sessions.

Location
TBD

Instructor
David Cuellar