Financial Planner 43551

Classing Up the Place

In Estate Planning, Income Planning, Investment Management, Steward Articles, Tax Planning, The Insider by Adam Cufr

If you’ve ever been car shopping or new kitchen planning, was there any limit to the amount of information you could consume? Brochures, internet searches, test drives, countless discussions with friends – you wanted to know everything you possibly could to ensure you were making good decisions, the right decisions for you. How about shopping for retirement planning advice?

We’re very excited to announce that we’re changing the game for education-seeking, current and aspiring retirees. We’re going back to class.

BGSU at Levis Commons is the site of the upcoming Retirement Elevated courses, which you may have noticed are discussed at the bottom of these emails.. Held over two evenings, we will deep-dive into every aspect of retirement planning, at a pace that allows for thoughtful consideration, questions, and plenty of answers. This is your chance to open a door for others who may be searching for retirement planning education but don’t know where to turn.

I encourage you to review the description below, and ask yourself: “Is there someone I care about who should attend?”

(Of course, if you’d like to attend, you’re absolutely welcome!)

If you identify someone who would like to attend, please encourage them to act now. Have them call our office today at (419) 931-0704 or email us. As a client or friend of Fourth Dimension, we’ve made it possible for you to either pay for their materials at cost ($19) as a scholarship, or you can pass the reduced rate along to them as your personal guest. These courses are being offered to many people across Northwest Ohio and reservations are already coming in, so please encourage your friends to register quickly.

Most people invest more time researching new cars and kitchens than they do retirement planning. Comprehensive retirement planning education is now available in a classroom setting, without a high-pressure sales pitch. Don’t let this opportunity pass by without considering those you care about.

All the best,

Adam Cufr Signature

Adam Cufr, RICP®

P.S. I taught these classes in the spring and the response was really amazing.  Aspiring retirees are hungry for unbiased, fact-based retirement planning information. We’re not keeping these classes a secret, so please get the word out! Thanks.Screen Shot 2015-08-04 at 8.06.04 AM

As you may be aware, we teach classes at BGSU at Levis Commons called Retirement Elevated.

These classes are designed to offer the current or aspiring retiree a serious education in retirement planning. This is a wonderful opportunity for you or your friends to access a lot of great material in a focused classroom educational setting.

During the two-evening class, we will go in-depth in the following planning topics:

  • Retirement Income
  • Investments
  • Taxes
  • Healthcare
  • Estate Planning

Retirement Elevated classes are designed for people between the ages of 50 and 75 who seek to strengthen their understanding of retirement planning and all of its nuances.


Tuesdays, September 22nd and 29th
6:00 to 9:00 p.m.
Thursdays, September 24th and October 1st
6:00 to 9:00 p.m.

If you or a friend would like to register, contact our office at (419) 931-0704

Class Fee: FREE!

Materials Fee: $49 (additional workbook $19)

If you’d like to see the complete course flyer, contact us and we’ll get you a copy.