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.

Gwynedd Mercy University

Dates and Time:

Tuesday, September 16th and 23rd

or

Thursday, September 18th and 25th

All sessions:

6:00 to 9:00 pm

Samford University

Dates and Time:

Tuesday, October 7th and 14th

or

Thursday, October 9th and 16th

All sessions:

6:00 to 9:00 pm

This event is not sponsored by Samford University.