Disclosure
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.
Retirement Planning University and Strategic Wealth Investment Group (SWIG) have entered into a monetary sponsorship agreement with the following Colleges and Universities to obtain the right to the use of name, image, and likeness for marketing, advertisement, and hosting purposes:
Baylor University, The University of Colorado Boulder, Colorado State University, Colorado Community College, The University of Denver, Durham Technical Community College, Eckerd College, Florida International University, Florida SouthWestern State College - Fort Myers, George Mason University, Georgetown University, Kennesaw State College, Lone Star College, Palm Beach Atlantic University, Queens University of Charlotte, Renton Technical College, Rice University, Rollins College, South University, Southern Methodist University, Texas Christian University, The University of North Texas, The University of South Florida, The University of Texas at Dallas, The University of Texas at San Antonio, Vanderbilt University, Xavier University.