Question 1

Who do I contact for more information?

Accepted Answer

Feel free to either call us at 844-476-7353, or email info@retirementplanninguniversity.com with any questions you have!

Question 2

Is the course live or pre-recorded?

Accepted Answer

Retirement Planning University® is a live and interactive retirement planning course for adults in or near retirement.  You will be able to interact with fellow classmates, as well as the instructor, in person.

Question 3

Is Retirement Planning University an actual university?

Accepted Answer

Retirement Planning University® is a non-profit organization that offers financial education courses to those in or near retirement.  We partner with major universities across the country to educate as many people as possible on the topic of retirement planning.

Question 4

Do I have to attend both nights of the course?

Accepted Answer

There is no attendance requirement other than the fact that you registered for the full course. The curriculum presented on each night is separate and different, so to get the most out of the course, we encourage you to attend both nights.

Question 5

Will there be any high pressure sales pitches?

Accepted Answer

Retirement Planning University® is strictly educational. Specific topics such as 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc. will be covered, but sales pitches of specific financial products will not be given.

Question 6

Will the course be recorded for viewing later?

Accepted Answer

The course is meant to be experienced live so that you can interact with the instructor and fellow classmates.  Classes are NOT recorded for replay viewing, but if you cannot make it to one or both nights, feel free to call 844 - 476-7353 to get rescheduled for a later class date.

Question 7

Do you offer virtual classes?

Accepted Answer

At this time, we are only offering in-person classes at the locations listed previously on this page.

Question 8

Can I attend this class if I am a financial advisor ?

Accepted Answer

If you are a Financial Advisor, we ask as a professional courtesy that you do not register for this course. If you are a Financial Advisor and would like to attend as a training course, there is a $2500.00 registration fee for your attendance.

Retirement Planning University - UTC - August 2024

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Retirement Planning University - UTC - August 2024

Follow this organizer to stay informed on future events

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