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Modern Retirement Planning Workshops

By attending our current "Modern Retirement Planning" workshop you will learn how to:

  1. Determine if you have enough income to retire
  2. Manage Health Care and long term care costs
  3. Manage debt and increase cash flow
  4. Determine if a Roth conversion is right for you
  5. Optimize investment distribution and avoid the most common distribution mistakes
  6. Manage financial risk and preserve your nest egg before and during retirement
  7. Reduce or eliminate taxes, expenses, delays, and legal challenges with estate planning


Thursdays 10/18/18 and 10/25/18 in San Luis Obispo


Thursdays 10/4/18 and 10/11/18 in Arroyo Grande


Saturdays 10/20/18 and 10/27/18 in North County

Enrollment starts in September. CLICK HERE

Upcoming Workshops for the year 2018:

Modern Retirement Planning

Location #1:

Cuesta College

Arroyo Grande High School Campus

495 Valley Road

Arroyo Grande, CA 93420


Thursday March 8th and March 15th 

6:00 pm to 9:00 pm


Thursday March 22nd and March 29th

6:00 am to 9:00 pm

Location #2:

Cuesta College

North County Campus

2800 Buena Vista Drive

Paso Robles, CA 93446.


Saturday March 10th and March 17th 

10:00 am to 1:00 pm

Location #3:

Cuesta College - Main Campus

Highway 1

San Luis Obispo, CA 93403.


Saturday March 24th and March 31th 

10:00 am to 1:00 pm

For more information on any of our workshops please call our office at (805) 473-6670 or visit