# Event Details - **Event Name**: Modern Retirement Planning Worshop -Cuesta College - **Event Start and End Date**: Tue, 10 Mar, 2026 at 06:00 pm - **Event Description**: Join us at Cuesta College for a 2 session workshop filled with smart tips on planning your dream retirement!About this EventModern Retirement Planning (MRP) is an interactive educational workshop designed to help you make informed decisions about your financial future. In a clear and unbiased learning environment, you'll explore strategies to help you define your retirement goals, protect your assets, and build a plan for long-term financial security.This class focuses on practical concepts and real-world strategies so you can better understand how the pieces of retirement planning fit together.What You Will LearnDuring this workshop we will cover:• How to identify and define your retirement goals• Strategies to help create reliable retirement income• Key investment principles for retirement planning• How to protect your assets and avoid common mistakes• Important estate planning considerations• How taxes may impact your retirement incomeWhat’s Included✔ Two in-depth classroom sessions (3 hours each)✔ A comprehensive 200-page workbook✔ The ability to bring your spouse or a guest at no additional costCourse Dates and TimesThis course is taught as two engaging 3-hour sessions that build on one another. The classroom format allows time for discussion and learning in a comfortable, educational setting.The course is being offered at 3 different times at both the SLO Cuesta Campus and the Paso Robles North County campus.Option 1:2 Tuesdays, March 10th & 17th 6-9pmCuesta College San Luis Obispo Campus Room 4110Option 2:2 Thursdays, March 12 & 19th 6-9pmCuesta College North County Campus in Paso Robles Room N1113Option 3:2 Saturdays, March 14th & 21st 10am-1pmCuesta College San Luis Obispo Campus Room 4117When purchasing tickets via Eventbrite please be sure to select the correct tickets for the dates and locations you would like to attend.Your InstructorsCarey James, Diane James, and Jaquelyn James work together to present the material, each covering their respective areas of financial expertise.Together they bring over three decades of experience helping families gain knowledge and confidence in their retirement planning.AgendaWeek 1-Chapter 1: Setting GoalsInfo: These are some of the questions that may be discussed in this section: What type of lifestyle do you want in retirement? Will you need more or less money to live out your dreams? Will previous generations' strategies still work in today's environment? What obstacles will challenge the success of your plan? How can you make your "nest egg" more efficient?Week 1-Chapter 2: Considering The Costs Info: These are some of the questions that may be discussed in this section: How much will retirement really cost? How do you calculate an allowance for inflation? Have you considered that inflation continues during retirement? What return will you need to meet your goals? How do you know if you are ready to retire?Week 1-Chapter 3: Nest Egg SourcesInfo: These are some of the questions discussed in this section: What are your sources for retirement income? Should "nest egg" money be kept separate from emergency money? What are the taxation and withdrawal rules for each source? Is it better to take Social Security early, on time or delayed? Can you make too much money to contribute to an IRA? Is Roth IRA conversion a good idea? Week 1-Chapter 4: Estate Planning Info: These are some of the questions discussed in this section: Who will manage your estate if you become incapacitated? Who will make health care decisions if you are unable? Should you have a will or a trust? Week 2-Chapter 5: Traditional Investments Info: These are some of the questions that will be discussed in this section: Which investments meet your objectives? What are some ways to mitigate risk? What is the difference between a stock and bond? Can you lose money in a bond? What is a diversified investment program? How can I design a portfolio that will support me throughout retirement even if a recession occurs? Week 2-Chapter 6: Non-Traditional Investments Info: These are some of the questions to be discussed in this section: Where can non-market correlated assets fit into your portfolio? Are they safe? How do non-traditional assets differ from traditional assets? Week 2-Chapter 7: Protecting your assets Info: These are some of the questions to be discussed in this section: What type of insurance do you need? Does Medicare cover long-term care? Do you have too much life insurance? How do you know if you are self insured? Week 2-Chapter 8: Strategies Info: These are some of the questions discussed in this section: how can I generate more income in retirement without saving a dollar more? What are the best strategies to save on taxes? What actions can I take to increase my chances of reaching my financial goals? - **Event URL**: https://allevents.in/san-luis-obispo/modern-retirement-planning-worshop-cuesta-college/100001984508865438 - **Event Categories**: workshops, contests, health-wellness - **Slot details of has slots**: - **Interested Audience**: - total_interested_count: 0 - **Event Highlights**: - Age Limit: 21+ - Duration: 19 hours - Location: Cuesta College-SLO Campus and NC Campus - Languages: English ## Ticket Details - **Ticket Price Range**: min: 64.8, max: 64.8, currency: USD ## Event venue details - **city**: San Luis Obispo - **state**: CA - **country**: United States - **location**: Cuesta College-SLO Campus and NC Campus - **lat**: 35.2707623 - **long**: -120.6726942 - **full address**: Cuesta College-SLO Campus and NC Campus, California 1, San Luis Obispo, United States ## Event gallery - **Alt text**: Modern Retirement Planning Worshop -Cuesta College - **Image URL**: https://cdn-az.allevents.in/events6/banners/a839ef43f3cb2a2cbe3c9f5497379edb8c60280ac841e856c09fd151c48a218f-rimg-w1200-h600-dcffffff-gmir.jpg?v=1773470824 ## FAQs - **Q**: When and where is Modern Retirement Planning Worshop -Cuesta College being held? - **A:** Modern Retirement Planning Worshop -Cuesta College takes place on Tue, 10 Mar, 2026 at 06:00 pm to Tue, 10 Mar, 2026 at 06:00 pm at Cuesta College-SLO Campus and NC Campus, California 1, San Luis Obispo, United States. - **Q**: How much do tickets cost for Modern Retirement Planning Worshop -Cuesta College? - **A:** Tickets for Modern Retirement Planning Worshop -Cuesta College are priced at USD 65 per person. Here's a full breakdown of available ticket types:Ticket TypePriceAvailabilityMarch 10th & 17th 2 Tuesdays. 6-9pm-SLO CampusUSD 65 + USD 6 feeAvailableMarch 14th & 21st 2 Saturdays. 10am-1pm-SLO CampusUSD 65 + USD 6 feeAvailableMarch 12th &19th 2 Thursdays. 6-9pm-Paso CampusUSD 65 + USD 6 feeAvailable - **Q**: Is there an age restriction for Modern Retirement Planning Worshop -Cuesta College? - **A:** Modern Retirement Planning Worshop -Cuesta College is strictly for guests aged 21 and above. Valid government-issued photo ID is required for entry. Guests under 21 will not be admitted. The event will be presented in English. - **Q**: Who is organizing Modern Retirement Planning Worshop -Cuesta College? - **A:** Modern Retirement Planning Worshop -Cuesta College is organized by Modern Retirement Planning. - **Q**: Who is this event for? Is it right for me? - **A:** Modern Retirement Planning Worshop -Cuesta College is ideal for learners, working professionals, and skill-builders looking to gain hands-on knowledge and practical expertise in a focused, interactive setting. Whether you're a first-time attendee or a longtime enthusiast in San Luis Obispo, this event is thoughtfully curated to deliver a standout experience worth every moment. 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