OUR COURSES

Our financial education courses are up-to-date, informative and entertaining. Classes are taught by experienced and qualified financial professionals who supplement the presentation with real-life stories and experiences. The class is interactive and while participation is encouraged, it is not required.

Unlike workshops that center on one specific topic, our courses take a more comprehensive view of retirement planning. Because of this educational approach, no specific financial products are offered or discussed.

WHAT YOU’LL LEARN

In our courses students discover how to insulate themselves from the risk of rising taxes, maximize their Social Security income, and avoid common pitfalls as they distribute their assets in retirement. Above all, our courses teach how to develop a personalized strategy as students confront the challenges of retiring in a rapidly changing world.

BALANCED FINANCIAL INFORMATION

There’s a difference between taking your financial cues from media outlets and learning the basics of retirement planning from a trusted, reliable, comprehensive source. Our courses are designed to give you an exhaustive and comprehensive view of personal finance from qualified, pre-selected retirement experts. 

WHO SHOULD ATTEND OUR COURSES?

You will find our courses relevant if you are developing a retirement plan, nearing retirement, or recently retired.  Regardless of your stage in the process, you'll learn updated strategies that will help you build and preserve wealth in volatile times.  Above all, our courses are designed to help you assess your current financial position, then lay out a personalized roadmap that helps you achieve your retirement goals.

We are active members of the National Society of Financial Educators (NSFE). The National Society of Financial Educators is a network of educators dedicated to helping pre-retirees and recent retirees improve their lives through comprehensive personal finance education. These courses are conducted on university and college campuses across the country and are designed to increase awareness about financial issues so that class attendees can make more informed decisions about their retirement.

Upcoming classes at Harper College
Option 1:
Tuesday January 31, 2017 (6:30pm - 9:30pm)
Tuesday February 7, 2017 (6:30pm - 9:30pm)
Option 2:
Thursday January 26, 2017 (6:30pm - 9:30pm)
Thursday February 2, 2017 (6:30pm - 9:30pm) 
 
Do you need more details? Contact us

We are here to assist. Contact us by phone or email.

Darryl Rosen MBA, RICP

Darryl Rosen is the founder of Rose Advisory Group, and operates www.RealRetirementAdvice.com as a way to help others create their ideal retirement. He is obsessed with helping people create safety, simplicity and strength in their financial future. Darryl’s clients enjoy his straight-forward, plain-spoken guidance, strategies to minimize taxes and ability to generate investment returns, while minimizing risk so his clients can sleep at night! Darryl is licensed to provide guidance on securities and insurance solutions and has achieved the highly desired Retirement Income Certified Professional (RICP) designation.

Darryl is the creator of the well-known SECURiMENT™ Retirement Planning Method. A simple to understand and implement planning method that demystifies retirement planning so that people can take action. Visit Rose Advisory Group to learn more! 

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and (Rose Advisory Group) are independent of each other.   Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Information provided is not intended as tax or legal advice, and should not be relied on as such.  You are encouraged to seek tax or legal advice from an independent professional.