Plan Well. Live Well. Retire Well.
Retirement education programs designed to educate and encourage action.
Created by Emerging Advisor founders Sean Lee and Scott Dougan, the Retirement Elevated programs have been tested-in-the-trenches and used to acquire nearly $300,000,000 in assets since 2014.
Sean P. Lee, MSFS
Scott M. Dougan, RFC
Compliance Reviewed Materials
Advisors are provided with all the materials they need to teach our courses: PowerPoint slides, Instructor’s Reference Notes, Attendee Workbooks, and Attendee Evaluation Forms.
Our course materials are reviewed by FINRA and approved by compliance departments on a regular basis before being released to instructors or the public.
Each Course Includes
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Quality Student Workbooks and Supplemental Handouts
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Comprehensive Instructor Presentations
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Instructor Manuals and Video Training Guides
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Fully Managed Digital Marketing Campaign
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Process Tutorial and Review with Your Team
Live Event Programs
Retirement Planning In Today's Economy
Comprehensive personal financial course designed to help explain retirement plans, prepare for market volatility, and budget strategically for the retirement they envision.
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Empowering Women For Today's Retirement
Complete personal finance course designed to explain retirement plans and prepare women for the retirement they envision.
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Your Retirement And Taxes
An informative fast-track course focusing on retirement and taxes, regulation and law changes, and situations which can have long-term effects in retirement.
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Retirement Planning In Today's Economy
Retirement Elevated’s Original Flagship Program – launched in 2014, tested in the trenches, and continually refined.
Comprehensive personal financial course designed to help explain retirement plans, prepare for market volatility, and budget strategically for the retirement they envision. Five (5) topic presentation and results-driven introduction and closing modules.
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Course Presentation Options:
Multi-Day Course: Two Evenings from 6:30pm – 9:00pm, or Saturday 9:00am – 1:00pm
Single-Day Course: One evening from 6:30pm – 9:00pm, or Saturday 9:00am – 11:30am
Recommended Venues: Universities, Colleges, Junior Colleges
Complete Course Program Includes:
Student Workbooks
Supplemental Handouts
Instructor Presentation and Training Guides
Everything an Advisor Needs to Conduct a Successful Class
Demographics:
Men and Women
Ages 55 to 75
Topics Covered:
Income Planning
Investment Planning
Healthcare Planning
Tax Planning
Estate Planning
Empowering Women For Today’s Retirement
Comprehensive personal financial course designed to help explain retirement plans and prepare women for the retirement they envision. Five (5) topic presentation and results-driven introduction and closing modules.
View Course Flyer
Sign Up Now
Course Presentation Options:
Single Session: 70-Minute Course
Weeknight Evenings: 6:30pm Start Time, or Saturday Mornings: 9:30am Start Time
Recommended Venues: Universities, Colleges, Junior Colleges
Complete Course Program Includes:
Two Single Session Classes - Any Combination of Weeknight or Saturday*
Instructor Presentation and Training Guides
Everything an Advisor Needs to Conduct a Successful Class
Demographics:
Women
Ages 55 to 75
Topics Covered:
Income Planning
Investment Planning
Healthcare Planning
Tax Planning
Estate Planning
Your Retirement And Taxes
An informative fast-track course focusing on retirement and taxes, law and regulation changes, and situations which can have long-term effects in retirement. Six (6) topic presentation and results-driven introduction and closing modules.
View Course Flyer
Sign Up Now
Course Presentation Options:
Single Session: 70-Minute Course
Weeknight Evenings: 6:30pm Start Time, or Saturday Mornings: 9:30am Start Time
Recommended Venues: Universities, Colleges, Junior Colleges
Complete Course Program Includes:
Supplemental Handouts
Instructor Presentation and Training Guides
Everything an Advisor Needs to Conduct a Successful Class
Demographics:
Men and Women
Ages 55 to 75
Topics Covered:
Taxation of Income
Tax-Advantaged Accounts
Required Minimum Distributions
Roth Conversions
Social Security Income
Withdrawal Strategies
Virtual: Navigating Retirement In Any Economy
A personal financial course designed to help explain how to navigate retirement in our current economy by understanding the income gap, risk and tax efficient withdrawal strategies.
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Schedule a Call to Enroll
Course Presentation:
Virtual 50-60 Minute Course
Complete Course Program Includes:
Instructor Presentation and Training Guides
Everything an Advisor Needs to Conduct a Successful Class
Demographics:
Women
Ages 55 to 75
Topics Covered:
How to Solve the Income Gap
C.A.N. You Handle It?
Tax Efficient Withdrawal Strategy
Virtual: Your Retirement And Taxes
An informative fast-track course focusing on retirement and taxes, law and regulation changes, and situations which can have long-term effects in retirement. Six (6) topic presentation and results-driven introduction and closing modules.
View Course Flyer
Schedule a Call to Enroll