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RPU is a non-profit organization, committed to providing quality retirement planning education to as many people as possible.  All classes are presented in-person on the campus of Transylvania University or virtually via Zoom with a live instructor. See upcoming dates for in-person availability.  Our instructors are registered financial advisors with years of experience. 

Upcoming Course Dates & Times

December 6th & 7th

6:00-8:30p ET
Virtual only (via Zoom)

 December 14th & 15th

6:00-8:30p ET
In-Person
In person classes are hosted at:

Transylvania University
Clive M. Beck Center – WGM Room
370 N. Broadway
Lexington, KY 40508

What Can You Expect By Attending Retirement Planning University®?

This course is designed to examine the “Big Picture” as it relates to your retirement planning. 

Retirement Planning University® is strictly educational. Specific topics such as 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc. will be covered, but specific financial products will NOT be discussed.

Your class will be taught by a qualified financial professional who will enhance the learning experience with real-life examples.

The lecture format is interactive and encourages attendees to participate and ask questions, though not required.

What Can You Expect By Attending Retirement Planning University®?

This course is designed to examine the “Big Picture” as it relates to your retirement planning. 

Retirement Planning University® is strictly educational. Specific topics such as 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc. will be covered, but specific financial products will NOT be discussed.

Your class will be taught by a qualified financial professional who will enhance the learning experience with real-life examples.

The lecture format is interactive and encourages attendees to participate and ask questions, though not required.

Retirement Planning University®  Instructors

Retirement Planning University® Instructors

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

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

  • Part One - Investment, Estate, and Tax Planning (accompanied with workbook)
  • Part Two - Social Security, Healthcare, Income Planning (accompanied with workbook)
  • Part Three - One on One Strategy Session (done privately and 100% free)

NIGHT ONE

Learn from one of the trusted financial advisors at Strategic Wealth Designers, a fiduciary financial firm with decades of experience helping families. They will make it simple and guide you through the basics of planning for your retirement. 
  • 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.
  • Putting It All Together - Finally, we'll make sure you've wrapped your head around it all with a Q+A. 

NIGHT TWO

You're going to learn how to avoid the costly mistakes made by non-professionals. Then we'll put it all together. For some, that's where the journey will end. For others eager to put a plan in place, you'll be able to set up a one-on-one strategy session. 
  • 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 could 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.
  • Putting It All Together - Finally, we'll make sure you've wrapped your head around it all with a Q+A. 

Frequently Asked Questions

Is the course live or pre-recorded?
Retirement Planning University® is a live and interactive retirement planning course for adults in or near retirement.  You will be able to interact with fellow classmates, as well as the instructor, through chat and video/audio.
How does the virtual class work?
We use Zoom to present the class virtually.  You will receive a link to join the course via Zoom one business day prior to your first session.  This link will include instructions on how to get set up with the Zoom software on your personal computer.
Is RPU an actual university?
Retirement Planning University® is non-profit organization that offers financial education courses to those in or near retirement. We host this course on the campus Transylvania University to educate as many people as possible on the topic of retirement planning.
Will there be any high pressure sales pitches?
Retirement Planning University® is strictly educational. Specific topics such as 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc. will be covered, but sales pitches of specific financial products will not be given.
Do I have to attend both nights of the course?
There is no attendance requirement other than the fact that you registered and paid for the full course. The curriculum presented on each night is separate and different, so to get the most of the course, we encourage you to attend both nights.
Will the course be recorded for viewing later?
The course is meant to experienced live so that you can interact with the instructor and fellow classmates.  Classes are NOT recorded for replay viewing, but if you cannot make it to one or both nights, feel free to call 87-SWD-GROUP to get rescheduled for a later class date.
© Copyright 2021 Retirement Planning University  - All Rights Reserved
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 877-934-7687.
Retirement Planning University® is not sponsored, presented, endorsed by or otherwise affiliated with Transylvania University.

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.