Educational Courses

Our Mission

We provide high quality financial education to help students understand their finances, and make better financial decisions for their retirement.

The Dodd-Frank act, which fundamentally changed Wall Street, formed a commission to better understand the level of financial literacy among American Consumers. The commission’s findings showed a startling lack of understanding of financial concepts, and strongly suggested financial literacy education for adults.

The Educational Courses we offer were developed specifically to educate students about financial terms, concepts, and strategies in a classroom setting giving them tools they need to make smart decisions about their financial future. Each of the courses are presented in an easy-to-understand format and cover all the bases to help you plan for your retirement. We teach courses all through the year, so be sure to check the Upcoming Events page often for our current schedule.

MAXIMIZING YOUR SOCIAL SECURITY

The Maximizing Social Security course provides a fundamental working knowledge of the Social Security program as it applies to retirement planning.

The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow & widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize your benefits while developing an income stream in retirement. You will learn information that will help you decide when to claim your Social Security benefits.

UPCOMING EVENTS

PRINCIPLES OF RETIREMENT PLANNING

The Principles of Retirement Planning course provides a fundamental working knowledge of the principles of conservative retirement planning as they apply to retirement planning.

The materials cover varied aspects of conservative retirement planning, such as changes in planning paradigms, history of markets, impact of bear markets, retirement budgeting, aspects of financial decisions, and more, while highlighting the ABC Planning Model. Students will increase their awareness of the overall risk in the markets as well as possible asset allocation models to help manage exposure to risk. This course also covers conservative retirement planning, income planning, asset allocation, and appropriate financial decisions. It is not designed to give specific solutions to individual needs.

UPCOMING EVENTS