Retirement Classes

Thinking about retirement can feel overwhelming. That’s why we offer various retirement classes built around education - not products. Taught by our licensed financial professionals, these classes are designed to help you understand your options, ask the right questions and walk away with more clarity and confidence about your future.

Whether you’re a few years from retirement or already living it, this course will give you the tools to make smarter, more confident decisions.
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BC3 Cranberry Campus (Butler County Community College)

250 Executive Drive

Cranberry Twp, PA 16066

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CCAC North Campus (Community College of Allegheny County)

8701 Perry Highway
Pittsburgh PA 15237

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BC3 Main Campus (Butler County Community College)

107 College Drive

Butler PA 16002

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CCAC West Hills Center (Community College of Allegheny County)

1000 McKee Road
Oakdale PA 15071

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SVWM Office (Our Main Office Location)

210 Wallace Road
Wexford PA 15090

What You’ll Learn

A Clear Blueprint for the Retirement You've Been Saving For

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Retirement Plan Distributions

Learn how to turn your 401(k), IRA and other accounts into income.

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Retirement Needs & Expenses

Estimate your budget and plan for healthcare, inflation and lifestyle changes.

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Life Planning for Retirement

Define what retirement looks like and what matters most.

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Investments

Understand your risk, portfolio allocation and what’s realistic.

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Risk Management and Asset Protection

Explore how insurance, long-term care and other strategies protect your nest egg.

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Sources of Retirement Income

See how Social Security, pensions, annuities and savings all work together.

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Retirement Obstacles and Mistakes

Avoid common pitfalls that derail even the best plans.

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Estate Planning

Start thinking about what you’ll leave behind—and how to do it clearly and tax-efficiently.

You Bring the Questions.

We’ll Bring the Clarity.

Join us for a local retirement class and get the confidence that comes with real answers—without the pressure.


Your tuition includes:

  • A 2-session in-person class at a local venue
  • A 200+ page textbook you can take home and reference anytime
  • A 60-minute one-on-one retirement lab session with one of our advisors
  • Time for Q&A and in-class discussion