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


Wed Mar 18
ARC Center Park District
Thu Mar 19
ARC Center Park District
Thu Mar 19
DuPage County Historical Museum
Thu Mar 19
Harper College
Mon Mar 23
Moraine Valley Community College
Tue Mar 24
Elgin Community College
Wed Mar 25
Lincoln Center
Thu Mar 26
Elgin Community College
Thu Mar 26
Lincoln Center
Mon Mar 30
Moraine Valley Community College
Tue Mar 31
Helen Plum Library
Thu Apr 02
Helen Plum Library
Tue Apr 07
DuPage County Historical Museum
Wed Apr 08
Schaumburg Community Recreation Center
Thu Apr 09
Elmhurst University
Thu Apr 09
Schaumburg Community Recreation Center
Tue Apr 14
Central Community Center
Tue Apr 14
Elmhurst University
Wed Apr 15
Harper College
Thu Apr 16
Central Community Center
Thu Apr 16
DPCC Dellwood Park Community Center
Thu Apr 16
DuPage County Historical Museum
Tue Apr 21
Challenge Fitness/Dellwood Park CC
Tue Apr 21
Harper College
Thu Apr 23
Bartlett Community Center


*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.