Retirement Planning University - Queens University - December 2024

Retirement Planning University - Queens University - December 2024

Retirement Planning University is a 2-night educational course designed to reveal the “Big Picture” of your retirement.

By Retirement Planning University

Date and time

Starts on Monday, December 9 · 6pm EST

Location

1834 Selwyn Ave

1834 Selwyn Avenue Charlotte, NC 28207

Refund Policy

Refunds up to 1 day before event

Agenda

6:00 PM - 8:30 PM

Night 1 - December 9th

Investment Planning, Estate Planning, Tax Planning, and a Q+A Session. Learn from one of the trusted financial advisors at Strategic Wealth Designers, a fiduciary financial firm with decades of exper...

6:00 PM - 8:30 PM

Night 2 - December 10th

Income Planning, Costly Mistakes You Can Avoid, Advisor Secrets, and Putting It All Together. You're going to learn how to avoid the costly mistakes made by non-professionals. Then we'll put it all t...

About this event

  • Event lasts 1 day 2 hours

This is a 2-night course!


Why you should attend Retirement Planning University:

If you’re like most people in or near retirement, you probably get invited to “free dinner seminars” all the time.

This. Is. Totally. Different.

Retirement Planning University is a non-profit designed to provide far more value than the regular dinner seminar. You’ll get real in-depth training on all the retirement planning topics you need in an educational environment, without the high-pressure pitch!


Retirement Planning University will cover specific topics such as 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc., but specific financial products will NOT be discussed. The class will be taught by a qualified financial professional who will enhance the learning experience with real-life examples. Along with the 2-night course we invite you to have a complimentary Strategy Session with a trusted advisor.


  1. Learn how to optimize different types of retirement accounts to maximize cash flow
  2. Find out how you can reduce or eliminate unanticipated estate expenses
  3. Discover the impact that tax law changes will have on your retirement income
  4. Discover how to avoid the pitfalls of taking retirement income distributions


  • Maximize Social Security

Discover which of the 567 ways to claim will get you the most from your hard-earned benefits


  • Combat Market Volatility

Learn ways you can reduce or eliminate market losses, and discover the truth about “buy and hold”


  • Reduce Tax Risk

See how you may be able to reduce your #1 lifetime expense, taxes, with today’s unique tax-planning strategies


  • Estate Planning 101

Understand the process that ensures your assets stay with your family (not the IRS and the courts)


  • Retirement Healthcare

Get clear on your retirement healthcare options without buying expensive Long Term Care insurance


  • Income Planning

Create an income plan to help you avoid what most Americans fear: Running out of money in retirement

Frequently asked questions

Who do I contact for more information?

Feel free to either call us at 844-476-7353, or email info@retirementplanninguniversity.com with any questions you have!

Is the course live or pre-recorded?

Retirement Planning University® is a live and interactive retirement planning course for adults in or near retirement. You will be able to interact with fellow classmates, as well as the instructor, in person.

Is Retirement Planning University an actual university?

Retirement Planning University® is a non-profit organization that offers financial education courses to those in or near retirement. We partner with major universities across the country to educate as many people as possible on the topic of retirement planning.

Do I have to attend both nights of the course?

There is no attendance requirement other than the fact that you registered for the full course. The curriculum presented on each night is separate and different, so to get the most out of the course, we encourage you to attend both nights.

Will there be any high pressure sales pitches?

Retirement Planning University® is strictly educational. Specific topics such as 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc. will be covered, but sales pitches of specific financial products will not be given.

Will the course be recorded for viewing later?

The course is meant to be experienced live so that you can interact with the instructor and fellow classmates. Classes are NOT recorded for replay viewing, but if you cannot make it to one or both nights, feel free to call 844 - 476-7353 to get rescheduled for a later class date.

Do you offer virtual classes?

At this time, we are only offering in-person classes at the locations listed previously on this page.

Can I attend this class if I am a financial advisor?

If you are a Financial Advisor, we ask as a professional courtesy that you do not register for this course. If you are a Financial Advisor and would like to attend as a training course, there is a $2500.00 registration fee for your attendance.

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Retirement Planning University

Retirement Planning University is a 2-night educational course designed to reveal the “Big Picture” of your retirement.

$0 – $39