About

Financial Education First

The goal of Successful Retirement Strategies^™ is simple; to impart finance knowledge to attendees in the hopes of transcending an understanding of their own situation, and what can be done to plan for their future. Together, we will investigate the many facets which make up an individual’s comprehensive financial picture, and ultimately increase the awareness and know-how of personal finance.
Successful Retirement Strategies^™ discusses the topics which are most pertinent to adults nearing retirement age, those who are already retired, and young adults seeking to create a sound strategy to guide them throughout their working lives.

SRS^™ is taught by local financial planners who serve in a fiduciary capacity, combining their personal experiences serving clients with the course content, providing for an optimal learning experience. When it comes to planning for your financial future, learning from a proven and reliable source is critical.

Successful Retirement Strategies^™addresses financial issues that pertain to employees in the private and public sectors, in addition to the self-employed. Attendees will be given the knowledge to understand how to achieve financial independence and accomplish their financial goals. Whether you plan to retire in the future or have recently retired, the information you will learn in this class can deliver rewards throughout your lifetime.