Live Courses taught by

Steve Swanson

Steve Swanson is a seasoned Financial Advisor with Wise Weatlh, LLC – an independent Registered Investment Advisory Firm in Missouri and Kansas. Steve has a passion for education and understands that the key to successful retirement planning begins with knowledge.

During the course, he will lead the class in a discussion of important topics such as the risks, concerns and challenges that retirees face. You will learn from his experience as he presents the many options that are available to help you fulfill your retirement dreams.

General Information

Course Details

Simplify Your Retirement provides comprehensive personal finance information for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as income planning, Social Security maximization and the risks to avoid. You’ll learn how to incorporate health care, inflation and other considerations into your overall plan. Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement strategy.

Registration Details & Specifics

Tuition Cost: $59

This includes all course materials & fees!  Couples may attend for a single tuition cost.

To sign up, please select an event below that matches your best availablitly.  Take a $10 discount if you register on or before 3 days prior to the beginning of the class!

Live Course Location:

See Course

Course location changes from event to event.  Select your event below to see where it will be located!

All Available Live Courses by Steve Swanson​