Can Anyone Attend?

This course is designed for professionals age 35 - 50.
We highly recommend that couples attend the class together.

What If I Can't Attend Both Sessions?

Schedule conflict? We always do our best to make special arrangements so our 
participants can attend both sessions. Simply contact us directly.

What Is Expected of the Attendees?

Arrive on-time and complete your homework (actually the homework is optional but incredibly helpful).

Where Are the Classes Held and How Do I Get There?

The class is held at Rollins College. There’s always plenty of parking.
Once you register, we’ll send you information on specific parking and campus directions.

May I Bring a Guest?

Yes! Registrants may bring one guest/spouse at no additional charge.
Although you might have to share your notebook.

What Topics Are Covered In the Class?

The course contains seven individual modules (a total of 65 core topic areas):

• Lifestyle Planning
• How much is enough?
• Tax Mitigation
• Wealth Accumulation – Strategies, Tools, and Obstacles
• Money and the Family
• Asset Protection
• Pulling It All Together