
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
Tuesday 9/22 and 9/29
10 Beaver Valley Rd,
Wilmington, DE 19803
Gwynedd Mercy University
Tuesday 9/22 and 9/29 or
Thursday 9/24 and 10/1
1325 Sumneytown Pike,
Gwynedd Valley, PA 19437
La Roche University
Wed 9/23 and 9/30 or
Thursday 9/24 and 10/1
9000 Babcock Blvd.
Pittsburgh, PA 15237
Samford University
Tuesday 9/22 and 9/29 or
Thursday 9/24 and 10/1
800 Lakeshore Drive,
Birmingham AL, 35229
This event is not sponsored by Samford University.