Retirement Planning University - Virtual Course - November 4 & 5, 2025

Night 1 - November 4th

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.

Night 2 - November 5th

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.