Financial Classes

Register for one of our upcoming classes.


RETIREMENT PLANNING TODAY® Learn time-tested strategies to build wealth and make the most out of your retirement. 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.

Retirement Planning Class

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 8th & February 15th

9:00 AM – 12:00 PM

Montgomery County Community College – Pottstown, PA

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Tuesday, February 11th & February 18th

6:30 PM – 9:30 PM

Montgomery County Community College – Pottstown, PA

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Saturday, February 29th & March 7th

9:00 AM – 12:00 PM

Penn State Great Valley – Malvern, PA

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Tuesday, March 3rd & March 10th

6:30 PM – 9:30 PM

Penn State Great Valley – Malvern, PA

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Live The Life You Want To Live