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.
The course is taught year-round, with new dates and locations frequently added.
Click here for Michigan
Virtual or In-Person Class Available
REF Learning Center (Livonia)
REF Learning Center (Livonia)
October 8 & October 15
6:00 pm EDT - 10:00 pm EDT
Virtual or In-Person Class Available
University of Michigan – Dearborn
University of Michigan – Dearborn
October 19
10:00 am EDT - 6:00 pm EDT
Virtual or In-Person Class Available
Michigan State University (Troy)
Michigan State University (Troy)
October 30 & November 6
6:00 pm EDT - 10:00 pm EDT
Virtual or In-Person Class Available
University of Michigan – Ann Arbor
University of Michigan – Ann Arbor
November 16
10:00 am EST - 6:00 pm EST
Click here for Missouri
Michigan Classes
Virtual or In-Person Class Available
University of Michigan – Ann Arbor
University of Michigan – Ann Arbor
November 16
10:00 am EST - 6:00 pm EST
Missouri Classes
Instructors in the Media
Testimonials
Reviews
All client testimonials contained herein were given voluntarily and without compensation.