Frequently Asked Questions

Who created Preparing for Retirement?

Ryan Glover is the author of Preparing for Retirement. Ryan is a CFP® with over a decade of experience, and in conjunction with other planners he created the text and course materials.

Where do I buy Preparing for Retirement?

Our text will be available as an ebook and paperback on Amazon soon.

Where is the Preparing for Retirement course held?

Currently our class is taught at various locations in Raleigh, North Carolina. Look for new class locations coming soon.

Who teaches Preparing for Retirement?

Preparing for Retirement is only taught by Certified Financial Planners. Many classes will also have guest speakers who are licensed CPAs or Estate Planning Attorneys.

Do get a copy of Preparing for Retirement if I take the class?

Yes, all class attendees will receive a copy of the text in an easy to use three ring binder.

What does the class cost?

Typically class tuition for Preparing for Retirement is between $50 to $100..

Is Preparing for Retirement a financial sales pitch?

No. Preparing for Retirement is designed around teaching the financial planning process to students. Instructors are forbidden from soliciting product sales during class.

If I take the class will I have a chance to talk to the instructor one on one?

Yes, typically instructors are available during class breaks for individual questions. Students also have the option for a complimentary financial review following class.

 

Will you sell my information if I sign up for class?

No. Preparing for Retirement does not sell or share information about enrolled students.

Is Preparing for Retirement for do-it-yourself investors?

Course and text materials are designed for investors of all types of financial skill levels. Preparing for Retirement is designed to be beneficial whether you work with financial professionals or handle all of your own affairs.

How can I bring the Preparing for Retirement class to my college or venue?

Preparing for Retirement can be taught at colleges, businesses, churches and any other organization interested in honing their financial skills. Contact us if you would like to bring the class to your location.

What is a Certified Financial Planner®?

The CFP® certification process identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.