Retirement Planning University - Wake Tech - February 2025

Building A: Holding Hall Room 172

9101 Fayetteville Road, 27603, Raleigh, NC, United States

Retirement Planning University

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What Can You Expect By Attending Retirement Planning University®?This course designed to reveal the “Big Picture” of your retirementRetirement Planning University® is strictly educational. Specific topics such as 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc. will be covered, but specific financial products will NOT be discussed.Your class will be taught by a qualified financial professional who will enhance the learning experience with real-life examples.The lecture format is interactive and encourages attendees to participate and ask questions, though not required.Disclosures:Included in your tuition is the opportunity to meet one-on-one with the course instructor to address your personal questions and apply the course material to your specific situation. This is the equivalent of “Office Hours” in a university setting. This session is not mandatory, but has been described by many as the highlight of the course. Retirement Planning University® is a non-profit organization. It is not sponsored or presented by any accredited University. If you are a Financial Advisor, we ask as a professional courtesy that you do not register for this course. If you are a Financial Advisor and would like to attend as a training course, there is a $2500.00 registration fee for your attendance. Advisory services through Strategic Wealth Investment Group (SWIG), a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. Insurance products offered through Strategic Wealth Designers (SWD). SWIG and SWD are affiliated but separate entities. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. Retirement Planning University® is intended for educational purposes and does not constitute the rendering of investment advice or specific recommendations on investment activities and trading. Retirement Planning University® is not an actual accredited university.Investment Advisory Services offered through Strategic Wealth Investment Group, LLC, a Registered Investment Advisor. Individual responses to persons involving either a securities transaction or personalized investment advice for compensation will not be made without appropriate registration or exemption. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.Strategic Wealth Designers is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.