Improve Your Financial Literacy
Many studies have shown that financially literate households were more likely to have a strong overall financial well-being when compared to financially illiterate households. These gaps in many peoples’ knowledge will inevitably lead to costly mistakes that have long-lasting effects. Successful Retirement Strategies™ is a two-hour, two-session course and exists solely to educate attendees on the most important concepts pertaining to personal financial planning. This course provides attendees with invaluable and practical knowledge, which can be implemented for the betterment of one’s overall financial well-being.
An Emphasis on Education
All Successful Retirement Strategies™ courses are taught by local, professional fiduciaries currently practicing in the personal finance industry. Skip the financial advisor sales pitch and learn from qualified financial planners who possess legal and ethical responsibilities in addition to years of real-world experience
Who Should Attend
During Successful Retirement Strategies™, we address overarching financial issues that pertain to those in the public or private sector, as well as self-employed individuals. Attendees will learn how to achieve financial independence and allocate their resources in a manner that positions them for future financial success. Those planning for retirement or who are currently retired have much to gain from attending Successful Retirement Strategies™ and can reap the rewards for years to come.