Knowledge is the key to success in all of life's decisions. The more you know, the easier it is to make intelligent choices.... Brian Kennedy

CONNECT

Address:

3806 Market Street Suite 1
Camp Hill, PA 17011

Phone:

(717) 774-7080

Fax/Other:

(717) 920-7645

Financial and Retirement Planning Educational Courses

Financial Strategies for Successful Retirement- Carlisle SESSION 3

This course blends financial education with a holistic life planning approach to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. Whether you are just beginning to develop a retirement plan or rapidly approaching retirement, you should enroll in this course. 

In this course you'll learn how to: Define, create and gain a clear picture of the retirement you want, assess the costs, evaluate your sources of income, invest for the future, protect your wealth & health, receive funds from retirement plans & manage your estate distribution.  Money is only one aspect of retirement planning. 

The $49 fee covers the cost of instruction and includes a 135-page illustrated textbook. Couples may attend together for a single registration fee. This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics. Class size is limited.  Register TODAY.

When: Monday, May 21, 2018 - 6:30 pm - 9:00 pm
Where: Bosler Memorial Library
158 W. High Street
Carlisle, PA 17013
Phone: 717-774-7080
 

Financial Strategies for Successful Retirement- Carlisle SESSION 3

This course blends financial education with a holistic life planning approach to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. Whether you are just beginning to develop a retirement plan or rapidly approaching retirement, you should enroll in this course. 

In this course you'll learn how to: Define, create and gain a clear picture of the retirement you want, assess the costs, evaluate your sources of income, invest for the future, protect your wealth & health, receive funds from retirement plans & manage your estate distribution.  Money is only one aspect of retirement planning. 

The $49 fee covers the cost of instruction and includes a 135-page illustrated textbook. Couples may attend together for a single registration fee. This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics. Class size is limited.  Register TODAY.

When: Wednesday, May 23, 2018 - 6:30 pm - 9:00 pm
Where: Bosler Memorial Library
158 W. High Street
Carlisle, PA 17013
Phone: 717-774-7080
 

Financial Strategies for Successful Retirement- Carlisle SESSION 3

This course blends financial education with a holistic life planning approach to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. Whether you are just beginning to develop a retirement plan or rapidly approaching retirement, you should enroll in this course. 

In this course you'll learn how to: Define, create and gain a clear picture of the retirement you want, assess the costs, evaluate your sources of income, invest for the future, protect your wealth & health, receive funds from retirement plans & manage your estate distribution.  Money is only one aspect of retirement planning. 

The $49 fee covers the cost of instruction and includes a 135-page illustrated textbook. Couples may attend together for a single registration fee. This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics. Class size is limited.  Register TODAY.

When: Saturday, May 26, 2018 - 10:00 am- 12:30 pm
Where: Bosler Memorial Library
158 W. High Street
Carlisle, PA 17013
Phone: 717-774-7080
 

Financial Strategies for Successful Retirement- Mechanicsburg SESSION 3

This course blends financial education with a holistic life planning approach to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. Whether you are just beginning to develop a retirement plan or rapidly approaching retirement, you should enroll in this course. 

In this course you'll learn how to: Define, create and gain a clear picture of the retirement you want, assess the costs, evaluate your sources of income, invest for the future, protect your wealth & health, receive funds from retirement plans & manage your estate distribution.  Money is only one aspect of retirement planning. 

The $49 fee covers the cost of instruction and includes a 135-page illustrated textbook. Couples may attend together for a single registration fee. This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics. Class size is limited.  Register TODAY.

When: Saturday, May 26, 2018 - 10:00 am- 12:30 pm
Where: Good Hope Station
1200 Good Hope Rd.
Mechanicsburg, PA
Phone: 717-774-7080
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck