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)
January 2, 2025 & January 9, 2025
6:00 pm EST - 10:00 pm EST
Virtual or In-Person Class Available
Oakland University
Oakland University
January 11, 2025
10:00 am EST - 6:00 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
Virtual or In-Person Class Available
University of Michigan – Dearborn
University of Michigan – Dearborn
February 6, 2025 & February 13, 2025
6:00 pm EST - 10:00 pm EST
Virtual or In-Person Class Available
University of Michigan – Ann Arbor
University of Michigan – Ann Arbor
February 8, 2025
10:00 am EST - 6:00 pm EST
Click here for Missouri
Michigan Classes
In Person Only
REF Learning Center (Livonia)
REF Learning Center (Livonia)
January 2, 2025 & January 9, 2025
6:00 pm EST - 10:00 pm EST
Missouri Classes
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All client testimonials contained herein were given voluntarily and without compensation.