Ready to build your wealth and protect your future?
Learn how to assess your financial situation and develop a customized plan to achieve your retirement goals.
Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, plan with confidence.
From taxes to estate planning, discover how you can avoid the most common risks and roadblocks to retirement and what to know before investing.
Learn From Experienced Instructors
Nancy Fromm and Cristina Acosta have more than 50 years of combined experience in the financial industry, helping people navigate market fluctuations and economic uncertainty and creating integrated retirement and life plans.
Fun, Interactive Classes
If you're like most Americans, you unknowingly learned your financial and lifestyle habits from your parents, spouse, or friends. You probably obtained the majority of your "financial education" through marketing collateral produced by financial services firms trying to sell you financial products. It's time to head back to school, but we promise: you won't just be hitting the books -- you'll enjoy an interactive class, where questions are encouraged (and fun is always on the agenda).