EDUCATIONAL EVENTS
September-October events
This course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life.
Two Evening Course with Two Options @ CSUF
Craig School of Business
5245 N Backer Avenue, Fresno
6:30 p.m. to 9:30 p.m.
Tuesday: September 24 & October 1, 2024
or
Thursday: October 3 & 10, 2024
Learn about important financial topics such as:
- Determine the amount of money you need to retire
- Understand how inflation can impact your retirement planning decisions
- Select the retirement plan distribution choice that is right for you
- Plan your retirement income to preserve a comfortable standard of living
- Transfer the risk of potential financial losses before or during retirement
- Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning
We believe education is your greatest resource. We want to help you conquer every financial obstacle you encounter and provide clarity on unfamiliar financial concepts.
We provide financial education to our community through our educational events. Our events are designed to provide you with professional insight for your financial journey and put you in touch with our team of financial professionals.
Let’s take the next step toward your financial future together.
For any questions about our upcoming events, please provide your information in the form below.
