Course Description

You’ve worked hard to provide for your family and save for the future. What’s next? Join us and learn how to: manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws. This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. This course is ideal
whether you are just beginning to develop a retirement plan or are rapidly approaching retirement.
There are 2 sections of the course offered at the Temple University Ambler campus. 


Participants are encouraged to bring their spouse or partner at no additional charge.
Thank you for your interest in this course. Unfortunately, the course you have selected is currently not open for enrollment. Please complete a Course Inquiry so that we may promptly notify you when enrollment opens.