learn. empower. retire.
Live, In-Person Training for Investors
Savvy Investor Class
A Classroom Course Teaching the Principles of Investing for Retirement
This 2-session course will give you the basic knowledge and know-how for successful retirement planning. You’ll get simple and easy to understand insights, how-to tips and examples. You will learn what pitfalls to avoid and why. You will gain insight into effective financial strategies and investments appropriate for those closing-in on retirement. The $39.00 tuition includes 2 sessions of 2-hour long classroom style lectures and a one-on-one Help Session with the instructor upon completion of the class. But that’s not all! You may bring a +1 as your complimentary guest for FREE.
- Define Retirement and What’s Important to You
- Realistically Estimate Your Income and Expenses
- Recognize Common, Potentially Costly, Social Security Mistakes
- Learn from the Best on How They Mitigate the World of Risk
- And Finally, Preserve the Value of Your Estate