In this 12-week live class, you'll learn how to think and invest like a seasoned adviser—without the confusing terminology or sales pressure. We start with the basics of investment account types, cash flow planning, and estate considerations, then guide you step-by-step through portfolio construction, risk management, modern investing strategies, and real-life implementation. By the end of the course, you'll understand tax-smart moves, estate organization, and how to build a sustainable, diversified portfolio that fits your retirement goals. Whether you're managing your own finances or preparing to work with a professional, this class gives you the confidence and clarity to take control of your financial future.

Every student receives a copy of Active Retirement Investing—your go-to textbook throughout the course. You'll also get a guided travel-size journal to capture ideas and action steps, a sleek pen (we're known for it), and weekly handouts packed with checklists, visuals, and supplemental reading to reinforce each lesson. We've also been known to toss in a stress ball, a mint, and the occasional thoughtful goodie to keep you comfortable and focused. From printed tools to personalized resources, we make sure you're fully supported each step of the way.

We believe retirement investing should be understandable, practical, and even enjoyable. Our classes are taught in plain, everyday language—no intimidating jargon, no talking down. We encourage questions throughout and build in space to pause, explain, and revisit anything that’s unclear. You’ll never feel rushed, bounced between instructors, or like just another name on a roster. We create a welcoming environment where every participant feels like they’re sitting down with trusted friends or family—not a robot or a sales pitch.