Workshops

Experience the Power of Knowledge

To date, over 1000 pre-retirees have taken the Retirement Planning Today® course to educate themselves on every aspect of personal finance – from income planning to investments and insurance, college planning to eldercare and retirement.

Our cost-effective classes are taught multiple times a year by Certified Financial Planner™ Practitioner Christopher DiStefano, CFP®, at Smith College, the University of Massachusetts Amherst, Western New England University, the Kittredge Business School at Holyoke Community College, and other educational institutions throughout the region.

To find out more about Retirement Planning Today®, download the flyer and check out the course curriculum.

Contact us today to reserve your spot at an upcoming workshop!

We also offer our classes to employers looking to enhance their benefits package through financial education.

Upcoming workshops:

October 4th & 11th from 6:00-9:00 p.m. at Holyoke Community College

October 9th & 16th from 6:00-9:00 p.m. at Western New England University

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck