Retirement Elevated

In Events, September 2014, Steward Articles by Adam Cufr

As you may be aware, we will be teaching 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. These classes are 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

These 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:

Tuesdays, September 23rd & 30th
6:00 to 9:00 p.m.


Thursdays, September 25th and October 2nd
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)