Classes
Bringing Financial Literacy to Our Community
Our classes are for all ages and income levels.
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Take control over your personal and household finances.
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Learn strategies to build financial security.
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Get your questions answered in a safe, open forum.
Find us nearby.
Temple University Ambler Campus
Ambler, PA
Haverford Community Recreation and Environmental Center
Haverford, PA
Rowan College at Burlington County
Mt. Laurel, NJ
Upcoming Courses
Please check back soon to see new courses as we add them.
Retirement Planning Today - Temple Ambler Feb 2026
Rejuvenate Your Retirement - Temple Ambler Feb 2026
We’ll teach everyone.
- Retirees
- Pre-retirees
- Executives
- Medical professionals
- Starting/early-career professionals
- Professional groups
- Associations
- College and graduate students
Common topics include:
- Retirement planning
- Income planning
- Budgeting
- Protecting your loved ones
- Managing debt
- Risk management
- College funding strategies
Register for a class.
Sign up using this form, and keep an eye on your inbox—
we’ll share details as your class approaches.
Teaching in Your Area
Temple University Ambler Campus
Ambler, PA
Haverford Community Recreation and Environmental Center
Haverford, PA
Rowan College at Burlington County
Mt. Laurel, NJ
Retirement Planning Today® — An Educational Course for Adults Age 50-65
Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, preserve your assets or maintain your lifestyle throughout retirement, this course helps you plan your future with confidence. By attending Retirement Planning Today®, you learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You discover how to save money on taxes, manage investment risks and preserve your assets from potential long-term health care expenses. Above all, this course shows you ways to assess your financial situation and develop a personalized plan to help achieve your retirement goals.
Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.
Get on your path.
Schedule a consultation (on us) to see how we can help.