Retirement Planning University - George Mason - September 8 & 9, 2026
Retirement Planning University is a 2-night educational course designed to reveal the “Big Picture” of your retirement.
Good to know
Highlights
- In person
- Free parking
Refund Policy
Location
Merten Hall
4441 George Mason Boulevard
Fairfax, VA 22030
How do you want to get there?
Agenda
-
Night 1 - September 8th
Investment Planning, Estate Planning, Tax Planning, and a Q+A Session. Learn from one of the experienced financial advisors at Strategic Wealth Designers, a financial firm with a fiduciary duty and decades of experience helping families. They will make it simple and guide you through the basics of planning for your retirement. Income Planning, Costly Mistakes You Can Avoid, Advisor Secrets, and Putting It All Together. You're going to learn how to avoid the costly mistakes made by non-professionals. Then we'll put it all together. For some, that's where the journey will end. For others eager to put a plan in place, you'll be able to set up a one-on-one strategy session.
-
Night 2 - September 9th
Income Planning, Costly Mistakes You Can Avoid, Advisor Secrets, and Putting It All Together. You're going to learn how to avoid the costly mistakes made by non-professionals. Then we'll put it all together. For some, that's where the journey will end. For others eager to put a plan in place, you'll be able to set up a one-on-one strategy session.