Learn how to properly plan for retirement and taxes.
Douglas D. Shoemaker, a certified financial planner, the cofounder of Total Wealth Management, Inc., and an emeritus chapter president for The Society of Financial Awareness will lead this workshop.
Topics covered will include:
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• Specific investment opportunities designed for business owners
• Three categories of investment taxation and which one you want
Find out what's happening in Imperial Beachfor free with the latest updates from Patch.
• The difference between a financial product and a financial P.L.A.N
• How to obtain true diversification within your portfolio
Visit the Chollas View room at the Joa dn Vi Jacobs Center at 7:30 a.m. for registration and networking. A continental breakfast will be provided.
Visit the link below or call the number provided to register for the workshop.