Unlike many free, one to two hour workshops that promote specific financial products, Retirement Planning Fundamentals is completely educational. The information you receive is objective and factual, without any references to specific financial products. This course introduces concepts and strategies that may help you make informed financial decisions.

After the last class session, you will have the opportunity to meet privately with one of your instructors. During the lab, you can ask specific questions regarding your personal financial needs and objectives and review your retirement strategy.

Over three weeks, this course will introduce you to concepts and strategies that may help you handle your day-to-day finances, potentially reduce your taxes, and manage your investments. What’s more, it will discuss how you can assess your current financial situation and develop a personalized plan that may help you achieve your retirement goals. Learn the strategies to help you benefit from a wealth of real-world information and strategies for retirement success.

Section meets virtually (live online)

• The link will be sent 2 weeks prior to the first class.  
• Materials will be shipped directly to your address 

If registering for the couple option, make sure you have both names added as Account Members.