Financial Planning Courses available in your Community 


Registration for Fall 2019 Courses Coming Soon!

Financial and Retirement Planning without a clear plan is like starting a journey without a map. We want you to always understand your financial life and feel a sense of confidence in your future-and we believe education is the foundation. Using real-life examples, these courses will address complex topics and walk you through strategies to help you pursue your goals.

  • Leaders in financial education have developed the material presented in these courses. 

  • The courses offered are strictly educational, free of sales pitches, technical language and without reference to specific financial products and services.

  • The material is presented in a relaxed, friendly environment where your participation and questions are welcome.

  • The Financial Planning Courses offered in your community are sponsored or hosted by local Colleges, Universities, Townships, Charitable Organizations, and Associations. All sponsors and hosts are Non-Profit Organizations, Associations or local Townships.

  • The registration fees benefit these entities and are also utilized to pay the costs associated with the courses. Instructors donate their time and knowledge to the community to give back to those who have given to them and are not compensated.

Financial and Retirement Planning Courses current and past sponsors, or hosts, include The American Cancer Society, Dickinson College, Harrisburg Area Community College, Penn State University, Hampden Township Parks & Recreation, and Beck Care Managers, LLC. Special Thanks to AIACPA for hosting courses to benefit their members in 2017.

Financial and Retirement Planning Course instructors have educated thousands of residents in Cumberland, Dauphin, Lebanon, and York Counties since 2002. Course locations include Carlisle, Mechanicsburg, Camp Hill, Harrisburg, and Hershey.




3 Session course  
   nd Registrati

Do you have all the components of a Financial and Retirement plan in your current plan?
This educational course introduces concepts and strategies that may help you make informed financial decisions such as determining how much money you'll need to retire, and the risks associated with running out of money.  You will learn about the different areas of financial and retirement planning including:
  • Investments - Asset Allocation, Stocks, Bonds, Mutual Funds and ETF's, Annuities
  • Social Security, Medicare, Medicare Advantage and Supplements
  • Taxes, Tax Strategies, Inflation
  • Estate Planning
  • Insurance- Life Insurance, Long Term Care, Property and Casualty, Disability
  • IRA's, Roth IRA's, Pensions, Employer-Sponsored Plans
  • Life Planning- Money should not be the sole focus
  • Components of a Financial Plan and many other topics.
This course is the core course offering of Financial Planning Courses and is the most comprehensive of all the courses offered. 
At this informational course, you will receive a 220-page workbook. This full-color resource features information, exercises, and questions designed to help you make sound financial decisions

Sponsored or Hosted By:

Dickinson College


Social Security Courses Brought To You By:


Special Thanks To:

AIACPA for hosting two financial courses in CY 2017

Hampden Township Parks & Recreation for providing locations for the Mechanicsburg community.




2 Session Course

Are you prepared for one of the biggest, if not THE biggest, transitions in your life?

Putting together a successful financial strategy for retirement takes very careful thought. Four main factors, in particular, could affect your retirement lifestyle:

  • Social Security, which isn't as straightforward as many people think; you'll need to carefully decide when and how to tap your Social Security benefits.
  • Developing an income strategy that, first and most important, covers your everyday expenses and basic needs; second, funds your “wants”; and third, still leave as much room as possible for “surprises” such as unexpected medical costs that may crop up.
  • Tax planning, or making sure Uncle Sam doesn't get more than his fair share.
  • And finally, planning for your later years and beyond, especially if one of your objectives is to leave a legacy.

At this informational course, you will receive an 82-page workbook. This full-color resource features information, exercises, and questions designed to help you make sound financial decisions. 



If you're nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person's tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

That is why we've developed a special seminar that has already helped people navigate the retirement tax maze. Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you'll learn during our seminar, you'll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.




You've spent a lifetime accumulating money for your retirement. You've saved, invested, and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream and these decisions could have lasting repercussions.

The rules are different when you retire. You may need to adjust your asset allocation and consider different investment choices. You will need to make decisions on the best methods to withdraw funds from your savings, investments, and retirement plans. You will want to help protect your income and assets from unforseen events.

Fortunately, there are sound ways to help stretch your retirement income. At this informational seminar, you will receive a 20-page workbook on retirement income strategies. This full-color resource features information, exercises, and questions designed to help you make sound financial decisions. 



This course combines three of some of the most important pieces of a Financial and Retirement Plan.

Social Security is far more complicated than most people realize. This informative section of the course covers the basics of Social Security and reveals innovative strategies for maximizing your benefits.

Medicare has become complex and this portion of the course will explain how and when you sign up, how Medicare works with the insurance you already have and the costs associated with Medicare.

Long Term Care is a widely overlooked planning topic. This section of the course will educate you on the consequences of not having a plan, how to develop a plan to mitigate these consequences and what will pay for the plan.


Have you planned for a long term care need? Do you have a family member that needs care or will need care?

Caregiving is far more complicated than most people realize. The decisions you make now can have a tremendous impact on your family, legacy, retirement, and income. 

This informational course covers what you need to know about caregiving. 

Learn what every family's number one priority is when creating a caregiving plan and the most overlooked aspects of family caregiving planning.

We will discuss some of the best ways to start the caregiving discussion in your family and why now is the best time to start the process. Educate yourself about the key roles professionals play in helping families respond to caregiving challenges.