Strategic Wealth Designers

Retirement Planning University® is a non-profit organization dedicated to empowering families with essential knowledge for effective retirement planning. Their flagship course, "Six Keys to a Successful Retirement," is a comprehensive two-evening program designed to equip participants with critical financial education. The course covers foundational topics such as investment strategies, estate and tax planning during the first session, while the second session delves into crucial strategies for managing Social Security, health care expenses, and ensuring sufficient retirement income.

Participants receive a detailed workbook to facilitate learning and reference. Additionally, they have the unique opportunity to engage in a personalized one-on-one consultation with a financial professional, tailored to address individual retirement questions and apply course insights to specific financial situations. With locations across multiple states, Retirement Planning University® is committed to providing participants with the tools and confidence needed to take charge of their financial futures. Register today to elevate your retirement planning knowledge and security.