Description

Modern Retirement Planning (MRP) is an interactive workshop that addresses retirement issues in an unbiased educational environment. Learn how to identify, set, and reach your retirement goals while protecting your assets, plus in-depth sections on investments and estate planning. The course is taught as 2 3-hour sessions. You may bring your spouse or a guest at no extra cost. Tuition includes a 200-page workbook.
Carey James, Diane James, & Jaquelyn James work together as your instructors to present the material covering their own respective areas of financial expertise. Together they have over three decades of experience helping families gain knowledge and confidence in their retirement planning. They offer securities and advisory services through Centaurus Financial, Inc., member FINRA/SIPC, a Registered Investment Advisor. James Financial Group and Centaurus Financial, Inc. are not affiliated companies. For more information about the instructors or course visit www.thejamesfinancialgroup.com or email contact@jamesfingroup.com
Class Schedule: Our class schedules may be subject to change. You can always view the most current class status anytime on the Community Programs website. To stay up to date after registering, please monitor your email, as any changes will be sent to the email address we have on file.

Activity Category

Business and Finance

Location

SLO-RM 4110

Instructor

The James Financial Group