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Retirement Planning Today

If you would be interested in attending the next scheduled Retirement Planning Today seminar, please contact us for details about the location and times: by phone at: (505) 345-6611 or (866) 551-6611 or: Send Steve an Email

“Retirement Planning Today®“Seminars

Steve Margulin CPA, CFP®, a certified instructor with the Financial Educators Network, who teaches Retirement Planning Today® seminars, has been teaching these informational seminars at UNM Continuing Education in Albuquerque, at CNM Workforce Training Center in Albuquerque, and at College of Santa Fe in Santa Fe. The six-hour seminars have a third component, the optional Complimentary Consultation, during which Steve gives specific advice on your personal financial issues.

Steve, who earned a Bachelor of Arts… MORE...

Educator

Steve Margulin CPA, CFP® is a certified instructor with the Financial Educators Network and teaches Retirement Planning Today® seminars in Albuquerque and Santa Fe. Steve’s teaching manner is informative, approachable, and entertaining. He intersperses his seminar material with interesting real-life examples from his more than 20 years of experience in the field.


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