Continuing Education Classes

“Insanity is doing the same thing, over and over again, but expecting different results.”
- Warren Buffett

We offer our classes in our spacious, modern and comfortable classroom at 402 Amherst Street, Suite 403 in Nashua, NH. By covering such topics as Long Term Care Planning, Estate Preservation, Pension Maximization and Social Security Election strategies, we provide retirees and pre-retirees with the knowledge to help them make informed retirement savings decisions and understand the economic world.

describe the image

Our classes are more than just your typical financial education program, and most importantly, they're not a sales pitch.

We teach in plain English, while still giving attendees a thorough explanation of the retirement fundamentals that everyone should understand.

Additionally, we always include a question and answer portion in our classes - where you can ask us questions about what is most pressing to your retirement.  

Class Mailer Image for Website.jpg


NEW CLASS! The 3 New Rules of Retirement

Monday, March 27 at 5:30 p.m. (Snow Date: 3/28/17)

Long gone are the days of company sponsored pensions or matching 401K plans, thus leaving your retirement future in your hands. Only having tax deferred plans will create a major tax problem for you later in retirement years. What can you do? There are alternative solutions. In this class, we will review “The 3 New Rules of Retirement” which create a tax-free income stream to help you reach your goals. This self-completing retirement plan is best suited for those between the ages of 45 and 65.

Instructor: Sherry Simoneau, CLTC

Life & LTC Specialist, Senior Financial Resources

Guaranteed Lifetime Income Strategies  ***NEW DATE***

NEW DATE:  Thursday, April 6 at 5:30 p.m. 

Given a choice between the possibility of being rich, or the certainty of never being poor, which would you choose? This class examines the state-of-the-art tools and strategies first introduced two years ago in Tony Robbins’ best-selling tome, Money: Master the Game. Imagine checks that don’t stop, even after your accounts are depleted, even if one of you lives to 105! Guaranteed Lifetime Income is the new ‘hot button’ of baby boomers who are now housing or caring for their parents—and who don’t ever want to run out of money themselves. Prepare to be shocked that we are now able to have certainties out-earn and out-last the possibilities and probabilities offered by risk-based assets.

Instructor: Thomas K. Brueckner, CLTC

President & CEO, Senior Financial Resources


Reserve Your Spot Now


If you are interested in any of these presentations or would like to privately host one of our informational classes at your business, school, or office,  please email us at or call (603) 595-4990 for more information.