Financial Classes

Fall 2019 Schedule

Register for one of our upcoming classes to learn how to build wealth and plan for retirement.


Retirement Planning Today®

Retirement Planning Today®

You will learn time-tested strategies that help you make informed retirement planning decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course will help you plan your retirement with confidence.

Ideal for ages 50-65

Topics Covered in this Course

Day 1

  • Section 1 – Life Planning for Retirement
  • Section 2 – Retirement Needs & Expenses
  • Section 3 – Retirement Roadblocks & Mistakes
  • Section 4 – Retirement Income Sources

Day 2

  • Section 5 – Retirement Plan Distributions
  • Section 6 – Investments
  • Section 7 – Risk Management (Insurance)
  • Section 8 – Estate Planning
Saturday, September 28th & October 5th
9:00 AM - 12:00 PM

Penn State Great Valley - Malvern, PA

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Tuesday, October 1st & October 8th
6:30 PM - 9:30 PM

Penn State Great Valley - Malvern, PA

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Saturday, October 12th & October 19th
9:00 AM - 12:00 PM

Montgomery County Community College - Pottstown, PA

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Tuesday October 15th & October 22nd
6:30 PM - 9:30 PM

Montgomery County Community College - Pottstown, PA

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Dream. Plan. Live.


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