Spring/Summer 2024
“It really was great for the soon to be retiree.”
-Tom & Susan L.
“Very insightful! Thank you so much.”
-Gail I.
“Excellent class- lots of great information!”
-John & Diane A.
“Excellent info that even younger people <50 would benefit from.”
-Curtis H.
Fall/Winter 2023
“The course was very educational- I’m glad I took it. Would definitely recommend to others.”
-Rayell B.
“Honest & Relevant. Was expecting a sales pitch- much better than the dinner pitch!”
-Jeff S.
“Pressure free. Nice graphics that were useful for helping us understand the topics.”
-Peggy C.
“In some ways, getting all the additional information scared us. However, we also feel like we’re much better informed in a way that will help us do more effective planning.”
-Jeff & Sharon S.
Spring/Summer 2023
“The course was well executed and I’m glad I attended. The material was informative and interesting.”
-Peter M.
“Learned a lot. Wish I would’ve attended sooner.”
-Mark M.
“Info was diverse & covered a lot of topics. Presenters were friendly, open.”
-Vicki H.
“I felt very comfortable asking questions and the instructors answered them in a way that you could understand.”
-Dennis & Christine A
Fall & Winter 2022
“They made it fun!”
-Tom S. & Christine
“Really learned a lot. Loved the “junk drawer” analogy.”
-Kelly & Liz B.
“Lots of info in short period but very helpful in triggering some thought.”
-Stuart Y.
“Learned a lot!”
-John K.
“Good information. It has given us a new perspective on retirement funding.”
-Mike & Ronda S.
“All sections were very informative. I learned a lot and am questioning a lot.”
-Cindy N.
“Very good presentation. I really enjoyed both days.”
-John M.
Spring & Summer 2022
“Mind blown.”
-Christine S.
“Very interesting & helpful.”
-Michael L. & Peggy F.
“Good content & fun instructors….very helpful.”
-Mark & Rieta G.
“Learned a few new things. Worth the time.”
-Eben B.
Fall 2021 & Winter 2021/2022
“Engaging speakers that simplified complex issues.”
-Tammy D.
“Really appreciate the variety of content.”
-Dave & Stephanie J.
“Great content and instructors. It was worth the money and time.”
-Dennis J.
“Instructors presented the material in an interesting way. The 3 hours seemed quick both nights!”
-Mark K.
Spring & Summer 2021
“The level of knowledge was truly impressive & added a great amount of thought to our planning. SUPER helpful & informative!”
-Laurie N.
“The estate planning attorneys did a really helpful presentation. Great addition to the curriculum.”
-Tony & Mary B.
“Lots of great information to get me started.”
-Anne A.
“Thank you. This has been very helpful.”
-Paul & Marcia G.
“Kept it very interesting. I learned enough to start my own plan to enable myself to retire early.”
-Chuck C.
Spring & Summer 2020
“Instructors broke down course content in very understandable form.”
-Jim D.
“With the current market mess the class was timely and helpful.”
-Mike & Sharon F.
“I really appreciate the diversity of the speakers. This class has brought up a lot of questions for a planner.”
-Brenda S.
Fall & Winter 2019
“Valuable- Provided clear definitions of all topics. Appreciated it.”
-Brian & Susan C.
“Very informative. I know what questions to ask now.”
-Ann H.
“A lot of information. Wish I would’ve attended a course like this 15 years ago.”
-Kevin J.
“Excellent coursebook materials to go with the presentation.”
-Mike & Christine C.
“Tapped the surface of lots of important important information.”
-Darla B.
“A lot of information covered in a short amount of time – well done.”
-Dennis M.
Spring & Summer 2019
“Very informative. Excellent presentation by the instructors.”
-Bob D.
“All speakers had a great sense of humor regarding such serious life issues. They each gave us a lot to ponder and consider. Very helpful. Thank you!
-Patrick & Guest
“The bucket approach was very helpful to us.”
-Jim & Janet
“Great info!”
-Paul R.
“Great content for all. Thanks!”
-Byron A.
“I particularly found the annuity sections the most informative.”
-Renan R.
“Professional and good material presented.”
-Sam F.
“Excellent course!”
-Steve J.
“All presenters were very easy to listen to.”
-David M.
“Great knowledge from instructors.”
-Pam C.
“Info was easy to understand. I didn’t feel like I was being talked down to or over my head.”
-Christine C.
“I learned quite a bit and the class was very helpful.”
-Linda S.
“The course was very enlightening!”
-Paul D. & Janie T.
“Excellent Class- Presentation was very good!”
-David & Karen W.
“Very informative and inspiring.”
-Gerald G.