Frequently Asked Questions

This class is designed for adults ages 50 to 70—or anyone nearing retirement—who wants to build financial confidence and prepare for the next stage of life.
Whether you're approaching retirement, recently retired, or simply seeking greater clarity about your financial future, this course offers practical guidance tailored to your goals. 

Yes! You're welcome to bring your spouse, partner, or a friend to join you in this learning experience at no additional tuition cost.
If your guest would like their own set of books and materials to keep, additional copies may be purchased in advance. 

Our classes are held at several respected university campuses throughout the Greater Chicagoland area.
To find a location near you, please visit the Class Offerings section for upcoming dates and campus details. 

Class size is intentionally limited to approximately 20 households to ensure a more personalized and interactive learning experience. This allows instructors to engage directly with participants, encourage meaningful discussion, and address individual questions effectively.