Financial Classes

Spring 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, February 16th & February 23rd
9:00 AM - 12:00 PM

Montgomery County Community College - Pottstown, PA

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Tuesday, February 19th & February 26th
6:30 PM - 9:30 PM

Montgomery County Community College - Pottstown, PA

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Saturday, March 9th & March 16th
9:00 AM - 12:00 PM

Penn State Great Valley - Malvern, PA

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Tuesday March 12th & March 19th
6:30 PM - 9:30 PM

Penn State Great Valley - Malvern, 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, February 28th & March 7th
6:30 - 9:30 PM

Penn State Great Valley - Malvern, PA

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Wednesday, March 6th & March 13th
6:30 - 9:30 PM

Penn State Great Valley - Malvern, PA

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