An Educational Course for Adults
Questions? 703-940-1878 Course ID: DK7Y0V
Classes held at...
University of Richmond - Jepson Alumni Center
Wednesdays, | OR | Thursdays, |
Who should attend? Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.
Learn about important financial topics such as:
Your instructor is David A. Koren, CLU, ChFC, MBA, a wealth manager at RVA Wealth Management with over 40 years of experience in the financial services industry. Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Private Client Services, RVA Wealth Management, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
Wednesdays, University of Richmond | OR
| Thursdays, University of Richmond |
This class is no longer available |
Attend with spouse, partner or guest at no additional cost
Take-home course textbook
Optional one-on-one consultation