Upcoming Dates
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.
Missouri Classes



Instructors in the Media
In the News:
February 2019
WJBK Ch. 2 News – Insight on the new tax changes
February 2019
WJBK Ch. 2 News – Marriage & Money