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
Quality Student Workbooks and Supplemental Handouts
Comprehensive Instructor Presentations
Instructor Manuals and Video Training Guides
Fully Managed Digital Marketing Campaign
Process Tutorial and Review with Your Team
Live Event Programs
Virtual Event Programs
Navigating Retirement in Any Economy
Your Retirement And Taxes
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.