Retirement Elevated: September 2018

In August 2018, Events, Steward Articles by Adam Cufr

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 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.

Class dates and times are as follows:

We have several sessions coming up from which to choose. Either a Tuesday and Tuesday class or a single, longer Saturday class are available in both September and October.

Tuesday 9/11 and Tuesday 9/18


Saturday 9/22, 9:00am-1:00pm

Tuesday 10/9 and Tuesday 10/16


Saturday 10/6, 9:00am-1:00pm

If you know someone who would like to register, please contact our office at (419) 931-0704

Class Fee: FREE!

If you’d like to receive more information about the class and what’s covered, contact us and we’ll gladly share more information with you!