IT TAKES MORE THAN MONEY TO LIVE A RICH LIFE
People are retiring earlier and living longer. Proper planning will help ensure you do not outlive your money.
The Zito School of Finance stresses empowerment through education by teaching the practical application of financial concepts using basic mathematics. Our Proactive Financial Planning® course is all about you, your needs and how to meet your needs.
Education vs Information
You can find current financial news almost anywhere these days on the internet, TV, magazines or newsletters. However, it can be difficult to apply this general information to your specific financial situation. Proactive Financial Planning® is designed to save you time by delivering practical, comprehensive and objective knowledge you can easily apply. We address financial issues pertaining to all types of individuals whether you are a government employee, employed in the private sector or self-employed.
Our presentation is engaging, thought-provoking, fun and easily applicable. Our professional teaching staff has over 16 years of teaching experience in retirement planning and financial education. They will share with you their working knowledge and candid, real life stories and experiences. Students will discover what they want from retirement and will develop strategies for reaching their unique retirement and financial goals.
The Proactive Financial Planning® course includes a workbook for you to keep and use for future reference. All examples, concepts, myths and strategies are included in the workbook. Also included are the class presentation slides enabling students to follow along during class. Ample room for note taking, writing questions and adding personal action items is also included in the workbook.
Join us this month at Loyola University, Lake Shore Campus for our 2-day (6:30-9:30pm) class. Choose from either 2-Tuesday or 2-Wednesday evening classes. Classes will be held in Dumbach Hall, Room 227.
Education is the Path to Empowerment!
