with Jerry Blakely
Whether a few days or a few years away from retirement, there are a number of key issues to address before taking the step.
This two-day course will help individuals analyze important issues that could have a positive or negative effect on what could be the retirement of their dreams!
Five Key Areas of Financial Planning will be discussed and how these key areas overlap and interact with each other.
1) Protection/Insurance Planning
2) Estate Planning
3) Retirement Income Planning
4) Tax Planning
5) Investment Planning
Course agenda will focus on how families may be able to grow, yet protect their wealth, minimize taxes, and keep it all in the family when they pass.
2 Saturdays - Date: January 25 and February 1, 2020
Time: 9:00 a.m. – 12:30 p.m.
Location: Lancaster AVC Campus, APL 111
Course Fee: $49 (If you bring a guest or spouse, their fee is $21.00)
Instructed by: Jerry Blakely
Contact Corporate & Community Services for registration information.
Phone: (661) 722-6300, Ext. 6584
Classes held on Lancaster AVC Campus.
Jan 25th, 2020
Sat for 2 weeks from 9:00 am - 12:30 pm
Antelope Valley College - Lancaster Campus
(661) 722-6300 ext. 6584
3041 W. Avenue K
Lancaster, CA 93536 Get directions
Room: APL 111