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-Classes is a curriculum that is taught in over 200 universities and academic institutions around the country. This in-depth curriculum is taught in 2 sessions, 3 hours each 6:30pm to 9:30pm (Wednesdays, October 2 & October 9, 2013). These classes are designed for all people, but really benefits those 45 and above that are proactive about investing, future financial planning, retirement, risk, gifting, and estate transfer. This course is really a soup to nuts, comprehensive in-depth look at all the 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.