Financial Education Courses

Roadmap to Retirement Success | Oct 29 & Nov 5

Dates: Oct 29th and Nov 5th

Note: This is a 2-day course. Please plan on attending both days.

• This course is for clients ages 50-65 (pre-retirement)
• 5 hours of education split between 2 days
• Includes Coursebook & Workbook with Action Plan
• Taught both weekday evenings and Saturdays
• Tuition: $45/couple ($35/couple if prepaid)

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Retirement Plan Recharge | May 7 & 14

Dates: May 7th and 14th

Note: This is a 2-day course. Please plan on attending both days.

• This course is for clients ages 65-79 (post-retirement)
• 5 hours of education split between 2 days
• Includes Coursebook & Workbook with Action Plan
• Tuition: $45/couple ($35/couple if prepaid)

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Roadmap to Retirement Success | March 21-28

• This course is for clients ages 50-65 (pre-retirement)
• 6 hours of education split between 2 days
• Includes Coursebook & Workbook with Action Plan
• Taught both weekday evenings and Saturdays
• Tuition: $45/couple ($35/couple if prepaid)

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Roadmap to Retirement Success | March 12-19

• This course is for clients ages 50-65 (pre-retirement)
• 6 hours of education split between 2 days
• Includes Coursebook & Workbook with Action Plan
• Taught both weekday evenings and Saturdays
• Tuition: $45/couple ($35/couple if prepaid)

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