Modern Retirement Planning (MRP) is an interactive workshop that addresses retirement issues in an unbiased educational environment. Learn how to identify, set, and reach your retirement goals while protecting your assets, plus in-depth sections on investments and estate planning. The course is taught as 2 3-hour sessions. You may bring your spouse or a guest at no extra cost. Tuition includes a 200-page workbook.
Carey James, Diane James, & Jaquelyn James work together as your instructors to present the material covering their own respective areas of financial expertise. Together they have over three decades of experience helping families gain knowledge and confidence in their retirement planning. They offer securities and advisory services through Centaurus Financial, Inc., member FINRA/SIPC, a Registered Investment Advisor. James Financial Group and Centaurus Financial, Inc. are not affiliated companies.
For more information about the instructors or course visit www.thejamesfinancialgroup.com or email contact@jamesfingroup.com
| San Luis Obispo Campus | North County Campus | North County Campus |
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DATES: 2 Tuesdays. October 7-14, 2025 TIME: 6:00-9:00pm FEE: $59 LOCATION: San Luis Obispo Campus Room 4110 INSTRUCTOR: James Financial Group QUESTIONS: Contact instructor at contact@jamesfingroup.com |
DATES: 2 Thursdays. October 9-16, 2025 TIME: 6:00-9:00pm FEE: $59 LOCATION: North County Campus Room N2409 INSTRUCTOR: James Financial Group QUESTIONS: Contact instructor at contact@jamesfingroup.com
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DATES: 2 Saturdays. October 11-18, 2025 TIME: 10:00am-1:00pm FEE: $59 LOCATION: North County Campus Room N2409 INSTRUCTOR: James Financial Group QUESTIONS: Contact instructor at contact@jamesfingroup.com
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Class Schedule – Please Note:
Our class schedules may be subject to change. You can view the most current class
status anytime on the Community Programs website. To stay up to date after registering,
please monitor your email, as any changes will be sent to the email address we have
on file.