This course is designed for individuals nearing or entering retirement who want to better understand how to align their money with their life goals. You'll learn strategies to optimize income, manage expenses, invest wisely, and plan for longevity. Taught by two Certified Financial Planner™, this course provides practical tools and real-world insights to help you retire with purpose and peace of mind. Ideal for individuals or couples.
DATE: 2 Tuesdays. October 6 & 13, 2026
TIME: 6:00 - 8:00 p.m.
FEE: $50
LOCATION: Online via Microsoft Teams
INSTRUCTOR: Jesse Coffee
QUESTIONS: Contact instructor at Team@retirementintelligence.com
Class Schedule – Please Note:
Our class schedules may be subject to change. You can view the most current class
status anytime on the Community Programs website. To stay up to date after registering,
please monitor your email, as any changes will be sent to the email address we have
on file.
| Meet the instructor | |
|---|---|
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Jesse Coffee |
It was natural for Jesse to be a teacher with Retirement Intelligence, as that’s how he approaches all of his client relationships. He wants everyone to feel well-informed and empowered about their finances. |