Class Dates – Fall 2018 10/17-10/24

We are pleased to announce Our Fall 2018 Class dates! 

Wendnesday, October 17    –  Class 1: Fundamentals

Monday, October 22   – Class 2: Retirement Income and Taxes

Wednesday, October 24   – Class 3: Investments and Legacy

Classes are 5:30-8:30 PM

Please add your name to one of our email lists if you would like to be notified about dates and times for our next Retirement Planning Workshop in Partnership with Western Carolina University’s Office of Professional Growth and Enrichment.  We hold our classes at WCU’s new Biltmore Park Campus.  Tuition is $79 per person (or couple) and includes workbooks and other bonus material.



(Click link above to register for Retirement Planning Today through WCU’s website)


For More Information From Instructors



Course Description:
In partnership with Western Carolina University Office of Professional Growth and Enrichment, we are pleased to offer a Retirement Planning workshop.  This course is designed to deliver comprehensive, objective information to help you achieve your most important financial goals.  The course covers many key aspects of planning for retirement such as:

  • Retirement lifestyle planning
  • Goal Setting
  • Retirement Planning Roadblocks and Mistakes
  • Income tax planning
  • Retirement income and expenses
  • Risk management
  • Social Security Planning
  • Investment management
  • Estate planning

As an educational experience, Retirement Planning Today contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime. You went to school to prepare for your career. Now it’s time to prepare for your retirement.

Instructors: Joel Kelley, CFP® and Jacob Sadler, CFP®