We provide high-quality financial education to help students understand their finances and make better financial decisions for their retirement.

The Dodd-Frank Act, which fundamentally changed Wall Street, formed a commission to better understand the level of financial literacy among American Consumers. The commission’s findings showed a startling lack of understanding of financial concepts and strongly suggested financial literacy education for adults.

The Educational Courses we offer were developed specifically to educate students about financial terms, concepts, and strategies in a classroom setting, giving them the tools they need to make smart decisions about their financial future. Each of the courses is presented in an easy-to-understand format and covers all the bases to help you plan for your retirement. We teach courses all through the year, so be sure to check the Upcoming Events page often for our current schedule.

As your instructor, I’m devoted to helping improve the financial literacy of adults 50 and over who are concerned about their retirement savings and how to ensure a safe, secure future. Our approach to financial planning differs markedly from the typical Wall Street approach because it considers all available options rather than just the narrow band that is traditionally touted by Wall Street and its representatives. Since circumstances vary by individual, one size does not fit everyone’s investment needs. Therefore, students are taught how to construct a financial plan for investing that fits their exact needs, yet can be altered without pain should changing conditions warrant.

In each of our courses, we examine and discuss investment choices and highlight the strengths and weaknesses of your options. I do not advocate shortcuts or secrets to wealth or investment gains but rather a conservative approach that fosters predictability, stability, and availability to match the current and future needs of the individual. At the end of our courses, students will have learned there is no “right” or “wrong” strategy, but rather “suitable” and “unsuitable” investments and “too large” and “too small” percentage allocations to otherwise suitable options for their individual circumstances.