OASIS Class: Retirement and Estate Strategies - part of the Living Well for Adults Seminar Series

Program Type:

Community Engagement

Age Group:

Emerging Adults, Adults, Older Adults
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Event Details

Learn how to accumulate and distribute money for retirement, keys to proper diversification, how to pass on money to heirs or charities in a tax-wise manner, increasing the probability of investment success, multi-generational planning, and more. Presented by Anthony Camara, CFP®, MBA. Hosted by OASIS.

No registration required for this free program.

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Information and program content can be made available in alternate formats upon request. To request disability-related modifications or accommodations, please email JFRogers@sandiego.gov

Accessibility

Need disability-related modifications or accommodations? Information and program content can be made available in alternative formats upon request by emailing JFRogers@sandiego.gov.