The Changing World of Retirement Planning™

Classroom Instruction for Adults – Ages 40 to 70

COURSE REGISTRATION

National University
San Diego Campus

9388 Lightwave Avenue
San Diego, CA 92123

Monday, February 25th
6:30 pm to 9:30 pm

-AND-

Monday, March 4th
6:30 pm to 9:30 pm

Registration Fee: $49.99
Includes One Textbook Set

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Know if you have enough money to retire
Protect your assets from rising taxes
Develop strategies to maximize your Social Security income
Avoid the three pitfalls of retirement distribution
Understand if your portfolio is truly “diversified”
Evaluate if a Roth Conversion is right for you
Plan for incapacity due to illness or injury

About Your Instructor
Brian Britt

Brian W. Britt serves as Founder and Senior Retirement Strategist for Clearwealth Asset Management Inc., a retirement planning and asset management firm in Del Mar California.

Brian is an Investment Advisory Representative for Institute for Wealth Advisors, Inc. and is also a California state licensed Insurance Agent No. 0B75771. Advisory Services are offered through Institute for Wealth Advisors, Inc., a SEC registered investment advisor, Dallas, TX.

The Changing World of Retirement Planning™

Classroom Instruction for Adults – Ages 40 to 70

COURSE REGISTRATION

National University San Diego Campus

Monday, February 25th 6:30 pm to 9:30 pm

Monday, March 4th 6:30 pm to 9:30 pm

About Your Instructor Brian Britt

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National University
San Diego Campus

Monday, February 25th
6:30 pm to 9:30 pm

Monday, March 4th
6:30 pm to 9:30 pm

About Your Instructor
Brian Britt