What’s Included with Your Tuition
Educational Content
This informative course is designed for educational purposes only. You’ll receive dynamic instruction about concepts and strategies, not specific financial products and services. By the end of the course, you’ll understand what your key areas of concern are and have a better idea of what you need to do to improve your financial future.
Textbook and Course Materials
The comprehensive financial workbook is packed with information to help you apply what you learn to your own situation. It’s both your guide to the course and a valuable reference tool for the future.
Optional One-on-One Meeting
As a course participant, you’ll have an opportunity to meet with the instructor to review your needs and concerns. This will be your chance to ask specific questions about your personal situation, retirement outlook, and goals, and to explore strategies to implement immediately. There is no obligation to attend.
Choose Your Session
Enroll today and start preparing for a more comfortable retirement.
Click below to register for one of our current sessions.
Wilmington University
Save the Date
Registration has not yet opened for this session. Save the date:
Coming in Spring 2026
Tuesday 3/3 and 3/10 or Thursday 3/5 and 3/12
10 Beaver Valley Rd, Wilmington, DE 19803
Call nowGwynedd Mercy University
Registration for the September event has ended.
If you would like to discuss your financial planning needs with one of our instructors, please reach out to us at 610-627-5926.
Call nowSamford University
Tuesday, January 27th and February 3rd
or
Thursday, January 29th and February 5th
If you would like to discuss your financial planning needs with one of our instructors, please reach out to us at 205-408-3007.
Call nowThis event is not sponsored by Samford University.