Financial Classes

Fall 2018 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 29th & October 6th
9:00 AM - 12:00 PM

Penn State Great Valley - Malvern, PA

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Tuesday October 2nd & October 9th
6:30 PM - 9:30 PM

Penn State Great Valley - Malvern, PA

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Saturday, October 13th & October 20th
9:00 AM - 12:00 PM

Montgomery County Community College - Pottstown, PA

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Tuesday October 16th & October 23rd
6:30 PM - 9:30 PM

Montgomery County Community College - Pottstown, PA

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Wealth Creation Today®

Wealth Creation Today®

This course teaches timeless principles that will lead you through the wealth planning process and beyond. You will learn how to grow your investments, protect your family, maximize your employer benefits and create a plan to build personal wealth.

Ideal for ages 35-50


Topics Covered in this Course

Day 1

  • Section 1 – Life & Wealth Planning
  • Section 2 – Barriers to Wealth Accumulation
  • Section 3 – Tax Advantaged Investment Vehicles

Day 2

  • Section 4 – Managing Family Finances
  • Section 5 – Investment Strategies
  • Section 6 – Risk Management Strategies
Thursday, September 27th & October 4th
6:30 - 9:30 PM

Penn State Great Valley - Malvern, PA

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Wednesday, October 3rd & October 10th
6:30 - 9:30 PM

Penn State Great Valley - Malvern, PA

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