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 101 Class is a curriculum taught in universities and academic institutions around the country. This in-depth curriculum is taught in two 3-hour sessions (Thursday’s, 2/15 & 2/22 @ 6:30pm to 9pm OR Tuesday’s, 2/20 & 2/27 @ 6:30pm to 9pm). These classes are designed for all people, but really benefit those 40 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.
Classes will be held at the Degenstein Campus Center in the Benjamin Apple Meeting Room.