Why join our classes?

We help people in or nearing retirement learn the keys to building a successful retirement blueprint, to help their income last as long as they do. Our presenters are dedicated to sharing their knowledge with those interested in learning ways to help better their future. 

We hold informational classes for our community that feature information on specific topics, such as retirement income strategies, taxes, health care, and estate planning. Our classes often include guest speakers, special activities, and take-home materials.

We strive to keep you up-to-date on issues that matter to you, your family, and your financial well-being. We also offer one-on-one study sessions, podcasts, and telephone meetings to accommodate everyone.