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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 2020:

Modern Retirement Planning

Location #1:

Cuesta College - Main Campus


San Luis Obispo, Ca. 93403


Thursday October 15th and October 22nd

6:00 pm - 9:00 pm

Room. 4750

Location #2:

Cuesta College

Arroyo Grande High School Campus

495 Valley Road

Arroyo Grande, Ca. 93240


Thursdays October 1st and October 8th

6:00 pm - 9:00 pm

Room. 902

Location #3:

Cuesta College - North Campus

Paso Robles

2800 Buena Vista Drive

Paso Robles, Ca. 93446


Saturdays October 3rd and October 10th

10:00 am - 1:00 pm

Room: N2409

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