Retirement Planning University - Sullivan University - May 2025

This is a 2-night course!

Hey there! Are you ready to start planning for your retirement but not sure where to begin? Join us at Retirement Planning University at Sullivan University where we will cover everything you need to know to start preparing for your golden years. From investment strategies to healthcare options, we've got you covered!

Date: 2 nights // May 21st & May 22nd

Time: 6:00 PM ET

Location: Sullivan University

Come join us for a fun and informative evening of retirement planning. See you there!

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Navigate to the Retirement Planning University Eventbrite Page for a list of all scheduled events.

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Can't find an event in your area?

Reach out to us!

• By email: [email protected]
• By phone: 844-476-7353

One of our representatives will be happy to assist you!

Looking for more info about Retirement Planning University?

Find us at www.retirementplanninguniversity.com for all things RPU!

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

Disclosures:

Included in your tuition is the opportunity to meet one-on-one with the course instructor to address your personal questions and apply the course material to your specific situation. This is the equivalent of “Office Hours” in a university setting. This session is not mandatory, but has been described by many as the highlight of the course. Retirement Planning University® is a non-profit organization. It is not sponsored or presented by any accredited University. 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. Advisory services through Strategic Wealth Investment Group (SWIG), a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. Insurance products offered through Strategic Wealth Designers (SWD). SWIG and SWD are affiliated but separate entities. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. Retirement Planning University® is intended for educational purposes and does not constitute the rendering of investment advice or specific recommendations on investment activities and trading. Retirement Planning University® is not an actual accredited university.

Investment Advisory Services offered through Strategic Wealth Investment Group, LLC, a Registered Investment Advisor. Individual responses to persons involving either a securities transaction or personalized investment advice for compensation will not be made without appropriate registration or exemption. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Strategic Wealth Designers is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Info: Investment Planning, Estate Planning, Tax Planning, and a Q+A Session. Learn from one of the experienced financial advisors at Strategic Wealth Designers, a financial firm with a fiduciary duty and decades of experience helping families. They will make it simple and guide you through the basics of planning for your retirement.

Info: 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 together. For some, that's where the journey will end. For others eager to put a plan in place, you'll be able to set up a one-on-one strategy session.

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