Understanding the Language of Retirement, Tax, and Estate Planning


ID : 2587   

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Navigate the maze of investing your hard-earned retirement portfolio in this fun, concise overview of the financial markets. Discuss the history and basics of investing, tax and estate planning and the fundamentals of managing your own investment portfolio. Learn about the forces that influence market direction. Prepare for April 15 with this update of the new tax and estate laws. Learn ways to protect and preserve your wealth for you and your beneficiaries. No specific financial products are discussed or sold.
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Class Details

3 Session(s)
Weekly - Mon

Location
Canterbury Tower

Instructor
Rudy Fernandez 

 

Notice

Please read:  This is a face-to-face class.

Class Fee: 

$45.00

Registration Closes On
Sunday, October 19, 2025 @ 11:59 PM

Schedule Information

Date(s) Class Days Times Location Instructor(s) Instructional Method
10/20/2025 - 11/3/2025 Weekly - Mon 10:00 AM - 12:00 PM Tampa, Canterbury Tower  Map Rudy Fernandez  Face-to-Face

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