The Stewart Agency regularly offers specifically developed courses about financial terms, concepts, and strategies in a classroom setting providing knowledge to make more informed decisions about your financial future. Each course examines investment choices and highlights the strengths and weaknesses of your options, presented in a comprehensive and easy-to-understand format to help you plan for your retirement.
Courses are offered throughout the year and you can find a list of classes or current schedule on the Upcoming Events page.
YOUR DREAM RETIREMENT
The Your Dream Retirement course is for those facing or already in retirement who are concerned about the issues of funding the quality of life they want in their post working years.
Through colorful, real life stories and illustrations, Dave and Abby will give you an easy understanding of how to strategically plan and tactically managing your retirement assets. People save their entire lives trying to fund a unique quality of life for the last third of their life. It’s an awesome task. This book is written with the sole intention of helping you accomplish that goal. Your Dream Retirement is a book for all investors; especially for those 70% who say they are conservative in their investing. Dave and Abby re-introduce you to the ABC Planning Model, but this time they put a major emphasis on the growth strategy of Red Money; helping you to understand not only what tactical money management is, but its great value to conservative investors and how to use it to your advantage. Climb on board; this is a one-way ticket to funding the quality of life in your dream retirement!
MAXIMIZING YOUR SOCIAL SECURITY
The Maximizing Social Security course provides a fundamental working knowledge of the Social Security program as it applies to retirement planning.
The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow & widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize your benefits while developing an income stream in retirement. You will learn information that will help you decide when to claim your Social Security benefits.
YOUR LOCAL INSTRCUTOR
Your local Instructor is an active participant in the financial services industry and has been taught the proper objectivity necessary to raise students’ overall financial literacy about investments and planning strategies. Instructors approved by AFES are dedicated to following the directive of the Dodd-Frank Act which is; to improve the financial literacy of adult Americans.
Each course is led by a local instructor and active participant in the financial services industry, experienced in the proper objectivity necessary to raise overall financial literacy about investments and planning strategies. Our approach to financial planning differs markedly from the typical Wall Street approach because it considers all available options rather than just the narrow band that is traditionally touted by Wall Street and its representatives. All Instructors are approved by AFES and dedicated to following the directive of the Dodd-Frank Act which is; to improve the financial literacy of adult Americans.