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Classroom Instruction
- Attendees are encouraged to participate and ask questions to create an engaging environment.
Optional One-on-One Instruction
- Many finance-related questions may be personal or specific in nature and would be best discussed in a one-on-one meeting. All attendees will have the option to seek the counsel and guidance of their instructor by scheduling a meeting directly after the course has concluded. This opportunity is complimentary and contains no fees or expectations of any sort.
Course Textbook
- The Successful Retirement Strategies™ course material is taught in conjunction with two textbooks written in a clear-cut and easy-to-read format. Available in print or e-book copy, these books are quality tools to follow along with in class and serve as a timeless reference for later use.
