Why Financial Education

Develop a personalized plan to

Feb 2, 2026 6:00 PM

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Feb 2, 2026 8:00 PM

Carlsbad Senior Center

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Retirement Planning Today

Why Financial Education

Feb 2, 2026 6:00 PM

Feb 2, 2026 8:00 PM

Carlsbad Senior Center

Why Financial Educationis Important Develop a personalized plan toprotect your assets and achieveyour retirement goals.Due to recent tax law changes, an uncertain futurefor Social Security and the shift toward employee directed retirement plans, the need for sound financial strategies has never been greater. In straight forward language, this class explains time-tested strategies that help you to make informed financial decisions.Whether your objective is to build a nest egg, protectyour assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence. By attending Retirement Planning Today®,you learn about the many ways to save for retirementas well as the advantages and disadvantages of each.You discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirementgoals

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Why Financial Educationis Important Develop a personalized plan toprotect your assets and achieveyour retirement goals.Due to recent tax law changes, an uncertain futurefor Social Security and the shift toward employee directed retirement plans, the need for sound financial strategies has never been greater. In straight forward language, this class explains time-tested strategies that help you to make informed financial decisions.Whether your objective is to build a nest egg, protectyour assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence. By attending Retirement Planning Today®,you learn about the many ways to save for retirementas well as the advantages and disadvantages of each.You discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirementgoals

Compliance number: #AC01- 0098D Seaside Wealth Management, Inc. (Seaside) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Seaside Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Seaside Wealth Management, Inc. unless a client service agreement is in place.

This communication should not be construed as investment advice as each individual investor’s circumstances are unique, and you may not have a tolerance for these products or services. Neither the information nor the opinions expressed in this communication constitutes an offer or solicitation to buy or sell any investments or to make any investment decision. Past performance is no guarantee of future results, and investing may lead to significant losses, including complete loss, for investors. Advisory services are only offered to clients or prospective clients where Seaside Wealth Management and its representatives are properly licensed or exempt from licensure.

Certain portions of Seaside’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Seaside (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Seaside, or from any other investment professional. Seaside is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

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