Think Big About Retirement Planning
Register for Retirement Planning University® — and get the financial education you may potentially need for your dreams to take flight!
A few hours may enhance your retirement life
Retirement Planning University® is strictly an educational course, held over two evenings, that offers the financial clarity you wished you’d been taught in school years ago. Your Retirement Planning University® instructor — an actual financial professional who focuses on retirement planning — will teach you about investments, taxes, Social Security and much more. Best of all, you’ll learn potential strategies on how to position yourself to reach your financial goals and enjoy retirement.
Is Retirement Planning
University right for you?
Registering for Retirement Planning University® is the perfect choice for:
- Pre-retirees who want to get a jump on the key decisions involved in retirement planning
- Single people or couples who are retired or expect to retire in the next five years
- People concerned about the future of U.S. tax rates or who have specific questions
REGISTER FOR RETIREMENT PLANNING UNIVERSITY®
This live, interactive course provides objective education and instruction on the retirement-planning issues that matter to you the most. The course is strictly educational — specific financial products will not be discussed.
ATTEND THE TWO-NIGHT COURSE
Retirement Planning University® is taught by a qualified financial professional who will offer real-life examples and financial strategies. A course workbook makes it easy to follow along — and serves as a handy reference guide.
BONUS: SIGN UP FOR A ONE-ON-ONE STRATEGY SESSION
Your coursework includes the opportunity for a private consultation with an RPU® instructor. Similar to “Office Hours” in a university setting, this session allows you to ask questions about your financial situation.
Our Retirement Instructors
Retirement Planning University® instructors aren’t simply “theorists” who study investing. Every day, these certified financial advisors are in the trenches with retirees and pre-retirees, exploring a range of investment options and strategies that may potentially optimize their long-term savings goals.