Classroom Instruction for Adults - Ages 50 to 70

THE CHANGING WORLD OF RETIREMENT PLANNING™

NATIONAL UNIVERSITY

SAN DIEGO CAMPUS

Monday

September 24

6:30 pm to 9:30 pm

-AND-

Monday

October 1

6:30 pm to 9:30 pm

9388 Lightwave Avenue

San Diego, CA 92123

Registration Fee: $29   |   Includes One Textbook Set

COURSE REGISTRATION

About Your Instructor

Brian Britt with Clearwealth Asset Management

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.

  • 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