Interactive Instruction for a Better Path to Retirement

learn. empower. retire.

Live, In-Person Training for Investors

No matter where you are in your retirement planning,
there's still time to make a difference.

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

of our students would recommend this class to their friends.