Financial advisors specializing in investments, life insurance, and retirement planning with investor coaching in Altoona, Lewisburg, State College, PA and the surrounding areas.
The Retirement Planning Today Class is a curriculum taught in over 200 universities and academic institutions around the country. This in-depth curriculum is taught in two 3-hour sessions (Thursday, Sept. 26th 2019 @ 6:30pm to 9:30pm and Thursday, Oct. 3rd 2019 @ 6:30pm to 9:30pm). These classes are designed for all people, but really benefit those 45 and above who are proactive about investing, future financial planning, retirement, risk, gifting, and estate transfer. This course is a soup-to-nuts, comprehensive, in-depth look at all areas of personal finance. We teach this class in the spring and fall at several institutions in our area as well as other parts of the country.