Upcoming Courses
Held at local universities throughout Michigan and Missouri, these eight-hour strategy sessions are designed to drill deeper into pivotal topics key to helping you improve your financial literacy and build a better financial future. These courses showcase the realities of retirement and provide core concepts you can lean on as you craft a plan as unique as you.
Click here for Michigan
Virtual or In-Person Class Available
University of Michigan – Ann Arbor
University of Michigan – Ann Arbor
April 10 & April 18
6:00 pm EDT - 10:00 pm EDT
Virtual or In-Person Class Available
REF Learning Center (Livonia)
REF Learning Center (Livonia)
May 1 & May 8
6:00 pm EDT - 10:00 pm EDT
Virtual Only
Michigan State University (Virtual)
Michigan State University (Virtual)
May 11 & May 18
10:00 am EDT - 2:00 pm EDT
Virtual or In-Person Class Available
University of Michigan – Ann Arbor
University of Michigan – Ann Arbor
June 1
10:00 am EDT - 6:00 pm EDT
Virtual or In-Person Class Available
Michigan State University (Troy)
Michigan State University (Troy)
June 11 & June 18
6:00 pm EDT - 10:00 pm EDT
Click here for Missouri
Michigan Classes
Virtual or In-Person Class Available
University of Michigan – Ann Arbor
University of Michigan – Ann Arbor
April 10 & April 18
6:00 pm EDT - 10:00 pm EDT
Missouri Classes
Instructors in the Media
Testimonials
Reviews
All client testimonials contained herein were given voluntarily and without compensation.