IUPUI – Legacy

IUPUI

November 30th & December 1st (In Person)
December 6th & 7th (Virtual via Zoom)
6:00 – 8:30PM

iupui jag only

Hine Hall – Room 216 875 West North St, Indianapolis, IN 46202Looking for Butler University? Click Here!

AVAILABLE 8AM to 5PM

877-934-7687

Fill out my online form.

AVAILABLE 8AM to 5PM

877-934-7687

AVAILABLE 8AM to 5PM

877-934-7687

TROUBLE REGISTERING?

If you are having any issues trying to register with our form, simply send us an email at RSVP@SWDgroup.com with your information and the nights you plan to attend and we will add you to our registration list. We will prepare your workbook for you and charge you the $39 Early Registration Tuition on the night of the event.

WHAT TO EXPECT?

This course is designed to examine the “Big Picture” as it relates to your retirement planning. Specific topics such as 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc., become more meaningful when they are incorporated into one cohesive plan where these various components work together. This course aims to pave the path for your complete retirement game plan.

This course is strictly educational. Specific financial products will NOT be discussed. Your class will be taught by a qualified financial professional who will enhance the learning experience with real-life examples. The lecture format is interactive and encourages students to participate and ask questions, though not required.

NEED HELP?

Don’t hestiate to ask us something. Email us directly info@swdgroup.com  or call us at 87-SWDgroup.

Included in your tuition is the opportunity to meet one-on-one with the course instructor to address your personal questions and apply the course material your specific situation. This is the equivalent of “Office Hours” in a university setting. This session is not mandatory, but has been described by many as the highlight of the course.

*Retirement Planning University® is not affiliated with IU HR or IUPUI HR.

If you are a Financial Advisor, we ask as a professional courtesy that you do not register for this course. If you are a Financial Advisor and would like to attend as a training course, there is a $2500.00 registration fee for your attendance.

 

IUPUI

November 30th & December 1st (In Person)
December 6th & 7th (Virtual via Zoom)
6:00 – 8:30PM

iupui jag only

Hine Hall – Room 216 875 West North St, Indianapolis, IN 46202

IUPUI

November 30th & December 1st (In Person)
December 6th & 7th (Virtual via Zoom)
6:00 – 8:30PM
iupui jag only

Hine Hall – Room 216 875 West North St, Indianapolis, IN 46202

AVAILABLE 8AM to 5PM

877-934-7687

AVAILABLE 8AM to 5PM

877-934-7687

TROUBLE REGISTERING?

If you are having any issues trying to register with our form, simply shoot us an email at RSVP@SWDgroup.com with your information and the nights you are wanting to attend and we will add you to our registration list. We will prepare your workbook for you and charge you the $39 Early Registration Tuition on the night of the event.

WHAT TO EXPECT?

This course is designed to examine the “Big Picture” as it relates to your retirement planning. Specific topics such as 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc., are meaningless until they are incorporated into one cohesive plan where these various components work together. This course aims to pave the path for your complete retirement game plan.

This course is strictly educational. Specific financial products will NOT be discussed. Your class will be taught by a qualified financial professional who will enhance the learning experience with real-life examples. The lecture format is interactive and encourages students to participate and ask questions, though not required.

NEED HELP?

Don’t hestiate to ask us something. Email us directly info@swdgroup.com  or call us at 87-SWDgroup.

Included in your tuition is the opportunity to meet one-on-one with the course instructor to address your personal questions and apply the course material your specific situation. This is the equivalent of “Office Hours” in a university setting. This session is not mandatory, but has been described by many as the highlight of the course.

*Retirement Planning University® is not affiliated with IU HR or IUPUI HR.

If you are a Financial Advisor, we ask as a professional courtesy that you do not register for this course. If you are a Financial Advisor and would like to attend as a training course, there is a $2500.00 registration fee for your attendance.