Retirement Intelligence is a practical, research-based course designed to help individuals retired or within 5–10 years of retirement build a clear, actionable plan for life after work. The class blends financial planning, investment strategy, and advanced planning topics into a simple, structured framework that gives students clarity, confidence, and a roadmap to follow.
Students finish the course with a personalized understanding of their expenses, Medicare options, social security filing options, income sources, long-term risks, and actionable next steps. All participants receive a workbook, fill-in-the-blank tools, and access to class recordings.
NOTE: Instructor will email you within 1 week prior to the class start date with instructions how to login and access your online classroom. Please monitor your email prior to class.