Our Current Education Programs
Select a course below to learn more
Roadmap to Retirement Success
- This course is for clients ages 50-70 (pre-retirement & recently retired)
- Almost 6 hours of education split between 2 days
- Includes Coursebook & Workbook with Action Plan
- Taught both weekday evenings and Saturday mornings
- $35 enrollment (covers the cost of materials received)
5 Steps to Maximizing Retirement Income
- This course is for clients ages 50-70 (pre-retirement & more recently retired)
- A single-day 2-hour workshop
- Taught both weekday evenings and Saturday mornings
- Some handouts provided
- No fee to register but must register prior to the class
Retirement Plan Recharge
- This course is for clients ages 65-79 (post-retirement)
- 5 hours of education split between 2 days
- Includes Coursebook & Workbook with Action Plan
- Taught weekday mornings or afternoons and Saturday mornings
- $35 donation (covers the cost of materials received)