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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

Enrollment starts now. CLICK HERE

Upcoming Workshops for the year 2019:

Modern Retirement Planning

Location #1:

Cuesta College

Arroyo Grande High School Campus

495 Valley Road

Arroyo Grande, CA 93420


Thursday March 7th and March 14th 

6:00 pm to 9:00 pm

Room. 902

Location #2:

Cuesta College

North County Campus

2800 Buena Vista Drive

Paso Robles, CA 93446.


Saturday March 9th and March 16th

10:00 am to 1:00 pm

Room. N2409

Location #3:

Cuesta College - Main Campus

Highway 1

San Luis Obispo, CA 93403.


Thursday March 21st and March 28th 

6:00 pm to 9:00 pm

Room: 4750

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