Retirement Planning University Instructors
When you attend Retirement Planning University®, you learn from experienced retirement planners who are passionate about wanting to help you. These experienced financial professionals spend their days helping people pursue their goals with freedom and purpose — and they want to do the same for you!
Learn from experienced
retirement planners
Your instructor will cover best practices in retirement planning. They will also share real-life examples of what to do with 401(k)s, IRAs, brokerage accounts, taxes and more — as well as what not to do.
Since Retirement Planning University® is strictly educational, specific financial products will NOT be discussed.
Instructors
Ready to think BIG about your future?
Rob De Lessio
Course Instructor
Brad Gaines
Course Instructor
Jason Moore
Course Instructor
Phillis Pilvinis
Course Instructor
Thomas Reilly
Course Instructor
Jordan Schwartz
Course Instructor
Mike Reeves
Course Instructor
Josh Smith
Course Instructor
Erik Bosman
Course Instructor
Hairo Rodriguez
Course Instructor
Spencer Bryzeal
Course Instructor
Dom Portaro
Course Instructor
Nick Tieri, CRPC®, AMWA®
Course Instructor
Grant Sandberg
Course Instructor
