An Educational Retirement
Planning Course for Adults

University Of Louisville

University of Louisville

Mar 23 & Mar 25, 2020
6:00 PM - 9:00 PM

Founders Union, Room 136B
450 N Hurstbourne Pkwy
Louisville, KY 40222

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If you are having any issues trying to register with our form, simply send us an email at with your information and the nights you plan to attend and we will add you to our registration list. We will prepare your workbook for you and charge you the $39 Early Registration Tuition on the night of the event.


Don’t hestiate to ask us something. Email us directly or call us at 87-SWDgroup.

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 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.


This course is designed to examine the “Big Picture” as it relates to your retirement planning. Specific topics such as 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc., become more meaningful when they are incorporated into one cohesive plan where these various components work together. This course aims to pave the path for your complete retirement game plan.oh

This course is strictly educational. Specific financial products will NOT be discussed. Your class will be taught by a qualified financial professional who will enhance the learning experience with real-life examples. The lecture format is interactive and encourages students to participate and ask questions, though not required.


Founders Union, Room 136B
450 N Hurstbourne Pkwy
Louisville, KY 40222

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Email us at if you have any questions