Broker Check
31 March


Instructor: Jeanne Bradford-Odorico, CFP, CLU

National University Rancho Bernardo Campus:

Tuesdays: (Note: Class is taught in two parts: I & II)

March 24th - Part I -6:30 pm to 9:30 pm

March 31st - Part II-6:30 pm to 9:30 pm

Why Financial Education is Important

Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence.

By attending Retirement Planning Today, you learn about the many ways to save for your retirement as well as the advantages and disadvantages of each. You discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.

Who Should Attend

Retirement Planning Today contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. This course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 10 years from now or are already retired, the information you learn in this class can deliver rewards throughout your lifetime.

The Difference Between Education & Information You can find trendy financial news almost anywhere but it is difficult to use this information to make informed decisions and create a plan for your retirement. This course is designed to save you time by delivering comprehensive, objective knowledge you can easily apply to your situation. When it comes to important subjects like retirement planning, it makes sense to learn from a reliable, trusted source.

To Register please call our office at (619) 497-0404 and we will direct you on how to register online. Thank you!

Date and Time

Tue, Mar 31, 2020

6:30p - 9:30p PST


National University Rancho Bernardo Campus


Event Registration