Our Courses

Our financial education courses are up-to-date, informative and entertaining.  Classes are taught by experienced and qualified financial professionals who supplement the presentation with real-life stories and experiences. The class is interactive and while participation is encouraged, it is not required.

Unlike workshops that center on one specific topic, our courses take a more comprehensive view of retirement planning. Because of this educational approach, no specific financial products are offered or discussed.


What You’ll Learn

In our courses students discover how to insulate themselves from the risk of rising taxes, maximize their Social Security income, and avoid common pitfalls as they distribute their assets in retirement. Above all, our courses teach how to develop a personalized strategy as students confront the challenges of retiring in a rapidly changing world.


Balanced Financial Information

There’s a difference between taking your financial cues from media outlets and learning the basics of retirement planning from a trusted, reliable, un-biased source. Our courses are designed to give you an exhaustive and comprehensive view of personal finance from qualified, pre-selected retirement experts. 


Who Should Attend Our Courses?

You will find our courses relevant if you are developing a retirement plan, nearing retirement, or recently retired.  Regardless of your stage in the process, you'll learn updated strategies that will help you build and preserve wealth in volatile times.  Above all, our courses are designed to help you assess your current financial position, then lay out a personalized roadmap that helps you achieve your retirement goals.