Retirement Elevated Now Reaches Nationwide
Course classes held at colleges and universities for pre-retirees and retirees
SALT LAKE CITY, Oct. 13, 2015 /PRNewswire/ -- Retirement Elevated, a provider of educational courses on retirement and financial planning topics, now reaches nationwide and is offering classes at colleges and universities in more than 20 states. The 2-day courses, which are taught by more than 75 active financial advisors and qualified instructors across the country, provide comprehensive information for retirement based on the latest thinking, research and regulations. To locate a class near you log on to RetirementElevated.com.
Retirement Elevated was started by seasoned financial advisors Sean P. Lee, founder and president of Elevated Retirement Group in Utah and Scott Dougan, founder and principal of Global Plains Advisory Group in Kansas with the goal of addressing pre-retirees and retirees biggest retirement concerns. "Through the years I have met with so many people who were frightened about their prospects in retirement. More often than not, they were scared because they did not understand many of the retirement planning options available to them. In this scenario, ignorance is NOT bliss – so we created Retirement Elevated to help get you on the right track," said Lee.
Retirement Elevated, which is taught in a classroom setting at colleges and universities, is $49 and includes the workbook and course materials. The 2-day syllabus is as follows:
Day One:
Section 1—Life Planning: Define your ideal retirement
Section 2—Income Planning: Determine how much money you will need
Section 3— Investment Planning: Invest for your future security
Day Two:
Section 4—Tax Planning: Minimize taxes on your retirement income
Section 5— Healthcare Planning: Insulate your wealth from the unexpected
Section 6—Leaving a Legacy: Protect your estate and provide for your heirs
"People are living longer and providing for their golden years is vital," says Dougan. "Unfortunately, it has gotten much more difficult and complex. Gone are the days of company pensions and who knows how long Social Security will be around. It is now even more important to learn about the different facets of retirement planning. Retirement Elevated does just that – provides information that makes sense in a learning environment so you can make better informed choices about the future."
About Retirement Elevated
Retirement Elevated is a provider of educational courses on retirement and financial planning topics, taught at universities and colleges in various cities throughout the United States. Course instructors are qualified financial planning professionals with deep knowledge and training in the areas of investments, income, taxes and estate planning for retirement. Retirement Elevated, created by seasoned financial advisors, Sean P. Lee and Scott Dougan, works to address pre-retirees and retirees biggest retirement concerns by providing the knowledge, tools and confidence needed to tackle them. With a unique brand of training utilizing 2-day courses, Retirement Elevated believes that if you plan well you can live well and retire well. To find a course near you log on to ReteriementElevated.com.
Sean P. Lee, founder and president of Elevated Retirement Group in Utah Investment Advisory Services offered through Elevated Capital Advisors, LLC, a Registered Investment Adviser. Insurance products and services offered through Elevated Financial Services, LLC.
Scott Dougan, founder and principal of Global Plains Advisory Group in Kansas with Investment Advisor Services offered though Global Financial Private Capital, LLC an SEC registered Investment Advisor.
SOURCE Retirement Elevated
Share this article