Explore the opportunities and challenges of planning for retirement in today's world

Avoid retirement roadblocks and plan your future with confidence

Select Your Class

$0.00 Registration Fee includes 1 course textbook. Bring spouse or guest at no additional charge.

Learn ways to:

Determine the amount of money you need to retire

Select the retirement plan distribution choice that is right for you

Plan your retirement income to preserve a comfortable standard of living

Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

What You Receive

Retirement Planning Today® is both entertaining and informative. Classroom sessions are instructed by a qualified financial professional who enhances the presentation with stories of real-life experiences. Attendees enjoy the interactive lecture format where participation and questions are encouraged but not required.

This course includes a financial planning and retirement textbook with examples and illustrations, which is yours to keep. It helps you follow along with the classroom presentation and also contains valuable bonus worksheets. Written in easy-to-understand terms, your textbook helps you learn more about the financial concepts discussed in class, provides a step-by-step process to apply your knowledge and becomes a useful reference tool after the course is complete.

Unlike financial seminars that focus on a specific topic, this comprehensive course helps you see the "big picture." It examines many aspects of personal finance and how they can work together to create an integrated retirement plan. This course is educational and non-commercial. No specific financial products are discussed or sold.

If you have financial questions that are personal in nature or relate to specific financial products, you may arrange to meet privately with your instructor after the course is complete. This consultation is complimentary for class attendees but is not required.

Your instructors are Chuck Vickery, CLU®, ChFC®, Deanne Rosso, CFP®, Rob Fezekas, CFA® and David Jenkins. Securities and advisory services offered through Elevate Wealth Advisory, an SEC-registered investment adviser.