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
In Person Only
REF Learning Center (Livonia)
REF Learning Center (Livonia)
November 12 & November 19
6:00 pm EST - 10:00 pm EST
Virtual Only
University of Michigan – Ann Arbor
University of Michigan – Ann Arbor
November 16
10:00 am EST - 6:00 pm EST
Virtual Only
Michigan State University (Virtual)
Michigan State University (Virtual)
December 4 & December 11
6:00 pm EST - 10:00 pm EST
Virtual or In-Person Class Available
REF Learning Center (Livonia)
REF Learning Center (Livonia)
December 7
10:00 am EST - 6:00 pm EST
Virtual or In-Person Class Available
REF Learning Center (Livonia)
REF Learning Center (Livonia)
January 2, 2025 & January 9, 2025
6:00 pm EST - 10:00 pm EST
Virtual or In-Person Class Available
Michigan State University (Troy)
Michigan State University (Troy)
January 14, 2025 & January 21, 2025
6:00 pm EST - 10:00 pm EST
Click here for Missouri
Michigan Classes
In Person Only
REF Learning Center (Livonia)
REF Learning Center (Livonia)
November 12 & November 19
6:00 pm EST - 10:00 pm EST
Missouri Classes
Instructors in the Media
In the News:
November 2021
WXYZ Ch. 7: Gen Z-ers entering the workforce are feeling financially stressed. Financial educator Michael shares his tips to avoid money-induced stress.
Testimonials
Reviews
All client testimonials contained herein were given voluntarily and without compensation.