Guide to

Retirement Planning

An Educational Course for Adults Ages 40 and Up

Call us now @ (210) 702-3966

Normally offered through North East Independent School District and Northside School District but not this semester due to COVID-19. See our Commitment to Safety

Simple as 1, 2, 3

How to register

1

Call our office

Classes will be held Monday – Thursday, throughout the month of October. Classes will start promptly at 6:30PM and will end by 8:45PM. Please call Financial Education Institute at (210) 702-3966 to reserve your class dates.

2

Have your CC ready

In order to speed up the process and get you on your way to better planning, please have your credit card of choice when calling. Don't worry, we accept all major banks!

3

You’ll receive confirmation

Upon registering for the course, a map to our facility and a health screening form will be sent to you. Please bring the completed and signed screening form with you to class.

Class sizes are limited. Advance registration is required.

How we are handling COVID-19

Your temperature will be taken prior to entering our facility, and you will be asked the CDC screening questions. You will not be admitted to our facility if you have a fever of greater than 100.4°F, and/or if you cannot successfully complete the health screening.

We are taking precautions and are following all the latest CDC Guidelines. We have masks for our students, in the event they forget to bring their own. The desks are situated such that proper social distancing can be maintained, and the classroom is outfitted with an air purifier with UV sterilizer.  In addition, all chairs, tables, door handles and common area surfaces are being sanitized with disinfectant spray and Lysol wipes after each class.

The information provided on this website is for educational purposes and does not intend to make an offer of solicitation for the sale or purchase of any specific products, investments, or investment strategies.