Events
Reserve your seat for one of our upcoming workshops. We discuss timely matters like:
Maximizing Social Security
Tax Planning
Women and Investing
Creating a Safe Income Stream for Retirement
Principles of Retirement Planning
We Teach a Variety of Financial Courses throughout the Year
Tax Advantaged Planning
April 23, 2019 6:00p - 8:00p Pacific Standard Time
Ventura Adult and Continuing Education
A classroom course for those approaching or in retirement; teaching the principles of sound tax and retirement income planning with emphasis on the tax code changes. This course focuses on financial terms and concepts that are important to retirement. Plus, it explains strategies designed to accomplish common objectives such as tax efficient withdrawals, lifestyle preservation and providing a legacy. Both retirees and pre-retirees will benefit from attending this class.
Tax Advantaged Planning
April 24, 2019 6:00p - 8:00p Pacific Standard Time
Ventura Adult and Continuing Education
In this course, you will help you understand the recent tax changes and what it means for you and your retirement. The largest tax reform in over three decades is now upon us and may shake up the lives of millions of Americans. It could redistribute the country’s wealth, possibly sway decisions about how you save for retirement and possibly impact you and your family. You will learn what you need to know about the 2018 tax year changes. The time to be prepared is now.