Tax & Retirement Classes 7825 Fay Avenue, San Diego, CA 92037
About the Business
Tax & Retirement Classes is a comprehensive institution located at 7825 Fay Avenue in San Diego, California, United States. The financial world can be overwhelming and confusing, but this institution aims to simplify it for individuals planning for retirement. The course is highly recommended by past attendees, who praise instructors Landon and Mike for their clear and easy-to-understand presentation of complex financial concepts. The class not only educates participants on important aspects of retirement planning and tax preparedness, but also offers personalized follow-up visits to review and discuss individual financial plans. Many participants have found the course so valuable that they have chosen to hire Canter Wealth as their financial management company. By entrusting their finances to the experts, individuals can rest assured that they are on track to protect their investments and secure a comfortable retirement. Don't wait until it's too late - start educating yourself now and preparing for a secure financial future with Tax & Retirement Classes.
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Location & Phone number
7825 Fay Ave, La Jolla, CA 92037, United States
Hours open
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
08:00 - 17:00
Sunday:
Closed
Reviews
"I jumped on this class to bring my 58 year brother who has no knowledge of financial/retirement planning. It was a great overview. I was very impressed with this class and learned a few things myself. I would highly recommend this class to anyone pre or post retirement. I also appreciated the work book."
"Took this class at Palomar Community College after I got an ad on the mail. I have known how important it is to learn more about retirement for a while, but finally made the time for it. The class gives you an overview of the main topics to be aware of. It is a great class to start focusing on strategizing your retirement plan. The instructor is very passionate about these topics and quite knowledgeable. Don’t delay!"
"Well worth the time. Michael Roy is very knowledgeable in his field, the class was very informative. A lot of valuable information to digest, no sales pitch or pressure, you are free to pursue additional info or service if you desire - just the way I like it. My biggest take away was learning about tax implications on retirement income and ways to maneuver now for the best outcome later. Thanks Michael, great stuff, keep it going!!"
"This class was so worthwhile. Jim keeps it moving quickly but is very open to questions when they arise. It's a perfect balance. This information is current and unbiased so no product pushing like other seminars or "dinners". Jim is on it! Landon is on it and keeps everything very organized. This was an extremely helpful, professional and pleasant class and experience."
"The best Tax and Retirement Planning Education course I have ever attended!! Extremely high value for a very low price. Discussion was at a level where everyone could have a significant benefit from this course no matter what your age is and how close you are to retirement. I have 28 years as a tax professional and I have started my own Personal Financial Planning journey to become a Certified Financial Planner in the future and this course covered my entire eight semester course Personal Financial Planning Certificate curriculum in 4 1/2 hours. Extremely well organized course!! The instructor was exceptionally knowledgeable with all the material and his genuine passion for helping people understand the things that they need to do to prepare for a successful retirement."
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