Wealth University is our platform for providing financial education to our community.

 

For years we have been educating the public on topics relating to achieving YOUR dream retirement.

 

You can see what upcoming classes we have available to keep yourself educated on navigating your golden years.

August Schedule

Tuesday, August 20, 2019 @6:00pm
Maximizing Social Security

 

For many Americans, Social Security is the single largest asset they have in retirement. Greater than 90% of Social Security recipients fail to maximize this critical piece of the retirement income puzzle. Read More

Thursday, August 22, 2019 @6:00pm
Maximizing Social Security

 

For many Americans, Social Security is the single largest asset they have in retirement. Greater than 90% of Social Security recipients fail to maximize this critical piece of the retirement income puzzle. Read More

Saturday, August 24, 2019 @9:00am
Principles of Retirement Planning

 

This course provides a fundamental working knowledge of the principles of investing through strategic allocation of assets and tactical money management with a view toward developing retirement income. Read More

September Schedule

Wednesday, September 18, 2019 @6:00pm
Retirement & Wealth Preservation

 

The workshop material is designed for those currently retired or near retirement and who are serious about gaining current money management knowledge. This workshop provides information you can use today to improve your financial well-being. Read More

Wednesday, September 19, 2019 @9:30am
Retirement & Wealth Preservation

 

The workshop material is designed for those currently retired or near retirement and who are serious about gaining current money management knowledge. This workshop provides information you can use today to improve your financial well-being. Read More

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