College Courses

"I thought I was ready for retirement before taking this course, but now I am confident I am ready. The course instructor was very knowledgeable and was able to answer all of my questions. I highly recommend this class for anyone wanting to retire with confidence!"

"After my husband passed, I felt confused and overwhelmed with what to do for my children and grandchildren to make sure that I wasn't a burden on them. This course helped me decide on the right estate planning tools so that at the time of my death, my family would be taken care of. I can't stress enough how important this course is. My only regret is not taking it sooner!"

“I didn’t know I had options when it came to Social Security benefits. I am so glad I took this class and learned the strategies I can use to make the most of my retirement benefits. The instructors answered all of my questions and truly cared about my learning.”

"When my husband and I took this course, he was one year away from retirement. Everything we learned in the course we were able to apply immediately and made his retirement that much better. Some of our friends and family have taken this course as well, and have found it to be invaluable."

"My wife and I attended this course at the local college to make sure our wills were in order. We gained so much more than expected from this class! The instructors made the topic of estate planning relatable and understandable. We left the course feeling empowered and armed with the knowledge we needed to plan our estate with confidence."

“I worked as a teacher for 35 years and have a TRS pension. My husband and I learned in this class the best strategy for us to make my pension and our Social Security benefits work to our advantage. We never realized how much we were leaving on the table.”

"I was already retired when I took this course and I still came away with so much information on how to keep my retirement benefits and assets working for me. Also, I learned the risks I could afford to take and how to protect my investments against market volatility. I sleep better at night knowing I implemented the things I learned from Josh and Kelly in this class."

"After taking this class I learned the best strategy for collecting my social security benefits and know that I am not leaving anything on the table. I am thankful for the instructors and the college for having this class available. I highly recommend this class for EVERYONE!"

"My husband and I have a blended family. To say estate planning for us was messy and emotional was an understatement. We had expectations of learning the basics of estate planning but this class taught so much more. We were taught strategies that helped us handle the emotional side of estate planning and asset transfers to family members. Anyone who has a less than traditional and more complicated family structure should absolutely take this course."