Skip to main content

Financial Strategies for Successful Retirement

ID : 49819   
« back to classes page

Will you be able to retire early? Could your investments be earning more? Learn how to protect your hard-earned money from market volatility and inflation, taxes and long-term care needs. You will receive a free 204-page workbook along with a personalized financial blueprint to help you plan for a comfortable retirement. David Cuellar, a certified financial planner and VP of wealth management, has been teaching financial planning workshops for years.

During this class, these issues will be addressed: diversifying investments, 401k and IRAs,determine how much money you can retire on, estate planning, create income from your portfolio safely. Social Security. Pensions. And more.

Class Details

4 Sessions
Weekly - Thu

College of San Mateo (CSM)

David Cuellar 



Registration Closes On
Thursday, April 16, 2020 @ 11:59 PM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
4/16/2020 - 5/7/2020 Weekly - Thu 6:30 PM - 8:30 PM San Mateo, College of San Mateo (CSM)  Map David Cuellar