Take the first step toward reaching your financial goals


Get the information that can help you live a confident retirement.

Upcoming Educational Classes

The Retirement Harvest Class

Our educational classes, offered by Quest 10 Wealth Builders, Inc., are held at local community colleges. Currently we offer a two-night, six-hour class. The course includes a workbook and many supporting documents. This is an educational-only event with no individual advice.

 There are absolutely no sales or product pitches at our educational events. The cost of our six-hour class is $29, which includes the workbook and supporting documentation. If you would like to attend a future class, please call or fill out registration.

UPCOMING CLASSES:

Check back later for upcoming events.

The Retirement Harvest Class — Condensed Version

Retirement Harvest (three-hour course for $19). We will drill through the 5 main areas of retirement planning.

  • Income Planning – Strategies to withdraw income, Social Security 101
  • Investments – What if I face a market correction? How much risk should you be taking?
  • Healthcare – Medicare basics and how to pay for long term care
  • Tax Planning – Is your future retirement income tax efficient?
  • Estate Planning – Probate process and estate documentation

*Your investment adviser representative is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a tax or legal professional on any such matters.

UPCOMING CLASSES:

Check back later for upcoming events.

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at (919) 552-4286

Call Now Button