Financial Planning Courses available in your Community


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, Local Businesses 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, The Board Room 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 222-page workbook. This full-color resource features information, exercises, and questions designed to help you make sound financial decisions

Current and past hosts and sponsors:

Dickinson College


Special Thanks To:

AIACPA for hosting two financial courses in CY 2017

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



Protecting & Preparing Your Retirement Savings for the Next Market Recession.

  • How a potential Recession can Change Retirement & How to Protect Your Money
  • Market Corrections
  • Top Concerns of People Approaching Retirement & How to Address Them
  • Bear vs. Bull Market

This course discusses 10 ways recessions have changed retirement and is designed to help you think through what your plain is simply. 

You'll walk away from this event understanding the history of recessions, market corrections and what recession predictors are.

Preparing for recessions and market corrections can be difficult to manage without the help from professional advisors; however, we have designed a comfortable and educational atomsphere for you to attend virtually and educate yourself and invest in your future!

Join us for this complimentary event that will help build the retirement you want!



Retirement for women in many ways is different and they may face unique challenges. This is why we've created this course to address the topics most concerning for women such as

  • Creating the income you may need during retirement to cover your regular living expenses
  • How to navigate through major life changes like divorce or widowship
  • Taxes in Retirement
  • Sequence of Return Risk
  • Why addressing the need for long-term care is one of the most important factors to any solid retirement plan.
  • Insurance and Estate Planning 

A very small number of women actually report feeling "fully confident" in their retirement plans. Even worse, the number one complaint from women about their current financial advisor is that they do NOT listen!

You'll walk away from this event feeling confident and armed with the information you'll need to make decisions that will allow you to enjoy these years the way you've always imagined.

Finances can be difficult for many to discuss; however, we create a warm and supportive atmosphere for you to come educate yourself and invest in your future!

Join us for this empowering event that will help build the retirement you want!



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.