2-Day Live Training with Our Experts

Register for our upcoming course dates here! ⮕

Register for our upcoming course dates below! ⬇⬇⬇

Get Real Life Guidance From Experts Who Are Actively Planning & Investing

Over two nights, you’ll learn about six basic concepts, including the importance of proper investment planning and how investment planning can play a crucial role in the success or lack thereof when it comes to your retirement.

Here's a Quick Breakdown Of The Retirement Planning University Curriculum 

NIGHT ONE

Investment, Estate, and Tax Planning 
(accompanied with workbook)
  • Investment Planning - Stocks, Bonds, Mutual Funds, Fees, Asset Allocation, Annuities
  • Estate Planning - We'll cover the five estate planning options & the six things every estate plan should have.
  • Tax Planning - In-depth answers to the most asked tax questions, Roth vs Traditional IRA's, & No Income CAPs.

NIGHT TWO

Social Security, Healthcare, Income Planning 
 (accompanied with workbook)
  • Advisor Secrets - The secrets to investing that 99% of advisors neglect to tell you.
  • Costly Mistakes You Can Avoid - When you can identify the "red flags" you can save yourself a lot of money.
  • Income Planning - Income planning may be the most important piece, and that's why we save it until day two.
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Shipping Info (for course materials)

Class Info

Preferred Class Dates & Location:
Each evening's class lasts between two to two and a half hours.
I am bringing a spouse (no extra cost, one curriculum per couple)
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Payment Info

Enrollment Price
$39 (special online rate)
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Included in your tuition is the opportunity to meet one-on-one with the course instructor to address your personal questions and apply the course material your specific situation. This is the equivalent of “Office Hours” in a university setting. This session is not mandatory, but has been described by many as the highlight of the course.
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For any questions, please call 87-SWD-GROUP.
If you are a Financial Advisor, we ask as a professional courtesy that you do not register for this course. If you are a Financial Advisor and would like to attend as a training course, there is a $2500.00 registration fee for your attendance.

Investment Advisory Services offered through Strategic Wealth Investment Group, LLC, a Registered Investment Advisor.