Financial Planning Courses

08/11/2026

What Questions Are on Your Mind?

Retirement can bring a lot of questions.

When should I take Social Security?
How could taxes affect my retirement?
What should I know about Medicare?
How does estate planning fit into the bigger picture?

Our complimentary three-session Financial & Retirement Planning Educational Series is designed to help you better understand many of the financial topics that can become increasingly important as retirement approaches.

Throughout the course, we'll explore Social Security, tax planning, Medicare and healthcare, estate planning, investment strategy, insurance, and more through straightforward instruction, real-world examples, and classroom discussion.

📍 Central Penn College, Enola
📍 Dickinson College, Carlisle

Multiple course dates are available.

Learn more and reserve your seat:
FinancialPlanningCourses.com
📞 717-288-1990

07/29/2026

Financial and retirement planning doesn't come with an instruction manual.

Whether you're approaching retirement or already enjoying it, the decisions you make today can have a lasting impact on your future.

Join us for our complimentary three-session Financial & Retirement Planning Educational Series and gain practical insights on topics including:

✔ Retirement Planning
✔ Social Security
✔ Tax Planning
✔ Medicare
✔ Estate Planning
✔ Investment Strategy

You'll learn in a welcoming classroom environment with experienced instructors, practical examples, and opportunities to ask questions.

📍 Classes are offered at Central Penn College and Dickinson College, with multiple dates available.

🎓 Reserve your seat today:
🌐 FinancialPlanningCourses.com
📞 717-288-1990

We look forward to seeing you in class!

Our professional instructors have over four decades of experience in the financial planning and services industry, have over two decades of teaching experience, and are eager to empower you with the knowledge of financial literacy.

10/17/2025

Are you ready for retirement? 🏖️
Join us for the Financial Strategies for Successful Retirement® Course coming to Carlisle this fall!

✔ Learn how to maximize income and manage taxes
✔ Explore investment, Social Security, and estate planning strategies
✔ Receive a comprehensive 222-page workbook and an optional personal planning consultation

📍 Stuart Center – Starts Oct 13 or Oct 16
📍 Dickinson College – Starts Nov 4 or Nov 6
🕕 6:30–8:30 PM | One evening per week for three weeks

Tuition for this educational course has been waived for a limited time, but seating is limited — reserve your spot today!

👉 Register at FinancialPlanningCourses.com

📞 717-288-1990

11/28/2024

🍁 Giving Thanks This Season 🍁

As we celebrate Thanksgiving, our hearts are full of gratitude for the opportunity to serve and support each of you. We are incredibly thankful for the trust you place in us and for being part of such a wonderful community.

This season, we’re reminded of the importance of giving back, and we’re committed to making a positive impact together. Wishing you and your loved ones a holiday filled with joy, warmth, and cherished moments.

Happy Thanksgiving from all of us to you! 🧡

11/11/2024

🇺🇸 Honoring Our Veterans Today and Every Day 🇺🇸

On this Veterans Day, we extend our deepest gratitude to all who have served our country with courage, dedication, and sacrifice. Your commitment to protecting our freedoms and upholding the values we cherish will never be forgotten.

Today, we remember and honor the bravery and resilience of veterans across generations. We are forever thankful for your service.

Happy Veterans Day to all who have served and continue to serve.

02/14/2024

Spread love and financial wisdom this Valentine's Day! 💕📚 Invest in your knowledge with our comprehensive financial planning courses. Give yourself the gift of education and empower your financial journey. 🎓💰

🌟 Unlock the secrets of smart investing.
💑 Fall in love with budgeting and financial planning.
💡 Build a future filled with financial confidence.

This Valentine's Day, make a commitment to your financial education. Enroll in our courses and let's embark on a journey towards financial success together! 💼🚀

12/29/2023

12/21/2023

12/19/2023

"✨ Wishing you a magical holiday season filled with laughter, love, and joy! May your days be merry and your heart be light. Cheers to festive moments and cherished memories. Happy holidays from all of us at Financial Planning Courses! 🎄 "