Retirement Planning 101 Class

A free 1 ½ hour intensive, hands-on retirement financial planning class held at Colleges and Universities throughout the Chicago metro area.

How to Retire With Confidence!

Join Us For A Complimentary 1 ½ Hour Retirement Financial Planning Course On How To Plan Your Retirement Using Proven Strategies.

About the Class

Retirement Planning 101 is a hands-on, in-depth look into the many nuances of retirement financial planning. We don’t waste your time reviewing basic principles; we focus our time on the important topics you need to understand to build a successful retirement plan.  We review actual case studies while allowing you the opportunity to ask specific questions.

Everyone who attends is eligible to receive a free, no-obligation, in-depth retirement plan.

Upcoming Classes



Tue Apr 28
Bartlett Community Center
Tue Apr 28
ESL - Oakton College
Wed Apr 29
Benedictine University
Wed Apr 29
Moraine Valley Community College
Thu Apr 30
Benedictine University
Thu Apr 30
Elgin Community College
Tue May 05
Baker Community Center
Tue May 05
Elgin Community College
Wed May 06
Baker Community Center
Tue May 12
Bartlett Community Center
Tue May 12
Elmhurst University
Wed May 13
Schaumburg Community Recreation Center
Thu May 14
Bartlett Community Center
Thu May 14
Elmhurst University
Thu May 14
Schaumburg Community Recreation Center
Wed May 20
Challenge Fitness/Dellwood Park CC
Wed May 20
ESL - Oakton College
Wed May 20
Helen Plum Library
Thu May 21
DPCC Dellwood Park Community Center
Thu May 21
ESL - Oakton College
Thu May 21
Helen Plum Library
Wed May 27
Benedictine University
Wed May 27
Harper College
Thu May 28
Benedictine University
Thu May 28
Harper College
Thu May 28
Schimelpfenig Library


*The class materials presented are FTA’s, they have not been reviewed or endorsed by any institution. FTA is not affiliated with any College or University.

The USA Today ranking was given on April 28, 2025 and was created and tabulated by USA Today and Statista. The ranking was formulated based on a combination of: (1) survey results for the period of November 2024 through January 2025, (2) an investment adviser’s long-term growth in assets under management for the period of January 2020 through January 2025, and (3) an investment adviser’s short-term asset growth for the period January 2024 through January 2025. Although FTA has paid USA Today for a license to use the ranking in FTA materials, FTA did not pay any compensation to obtain the ranking, and the survey portion of the ranking prohibited self-promotion by advisers.

Investment advisory services offered through Financial & Tax Architects, LLC, (“FTA”) registered investment adviser.