Retirement Planning Adult Education

Learn how to help prepare for a successful retirement. This two-day course covers a variety of financial topics from new tax laws to whether your investments could be earning more.

In light of recent events, retirement classes will now be held online until further notice. View course schedule below:


Course Overview

Whether you are about to retire or are twenty years away from retirement,
this course has something for everyone.

There are a variety of ways to save for retirement. This section covers the advantages and disadvantages of several frequently used saving strategies, before diving into Social Security. Learn when one should take Social Security, how taxes affect benefits, and the effects working has on benefit collection. Finally, a review is made of retirement accounts, converting IRAs to Roth IRAs, tax-saving strategies, and employer-sponsored plans.

Class Schedule

Click on any of the following classes below to register online or call 858.812.7545 to register by phone.

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Disclosure: The strategies and investments discussed during the above Course may not be suitable for all investors. Exposure to ideas and financial vehicles discussed should not be considered investment advice or recommendation to buy or sell any financial vehicle. The materials are provided for informational purposes only and should not be used or construed as an offer to sell or a solicitation of an offer to buy any security. Past performance is not indicative of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Canter Wealth does not render legal, accounting or tax advice; please consult your tax or legal advisors before taking any action that may have tax consequences.