TURNKEY RETIREMENT
EDUCATION
PROGRAMS
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
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
Retirement Elevated Classes are Designed to Educate and Encourage Action
Live Events 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.
Empowering Women For Today's Retirement
Complete personal finance course designed to explain retirement plans and prepare women for the retirement they envision.
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.
Virtual Events Programs
Navigating Retirement
in Any Economy
A personal financial course designed to explain how to navigate retirement in our current economic climate.
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.
RETIREMENT ELEVATED
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.
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:
- Two (2) Multi-Day Courses OR (1) Multi-Day and (1) Single-Day Combination*
- One (1) Venue
- Student Workbooks
- Supplemental Handouts
- Instructor Presentation and Training Guides
- Fully Managed Digital Marketing Campaign
- 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
Lead Time Required
- Five (5) Weeks Minimum
Demographics
- Women
- Ages 55 to 75
Topics Covered
- Income Planning
- Investment Planning
- Healthcare Planning
- Tax Planning
- Estate Planning
Lead Time Required
- Five (5) Weeks Minimum
RETIREMENT ELEVATED
Empowering Women for Today’s Retirement
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*
- One (1) Venue
- Instructor Presentation and Training Guides
- Fully Managed Digital Marketing Campaign
- Everything an Advisor Needs to Conduct a Successful Class
*Important: All multi-day classes must be scheduled within 7 calendar days of each other.
RETIREMENT ELEVATED
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.
Course Presentation Options:
- Single Session, 90-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 (2) Single-Day Courses that Must be Scheduled Within 7 Calendar Days of Each Other
- One (1) Venue
- Student Workbooks
- Supplemental Handouts
- Instructor Presentation and Training Guides
- Fully Managed Digital Marketing Campaign
- 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
Lead Time Required
- Five (5) Weeks Minimum
Demographics
- Women
- Ages 55 to 75
Topics Covered
- How to Solve the Income Gap
- C.A.N. You Handle It?
- Tax Efficient Withdrawal Strategy
Lead Time Required
- Two (2) Weeks Minimum
RETIREMENT ELEVATED
Virtual: Navigating Retirement in Any Economy
Course Presentation Options:
- Virtual 50-60 Minute Course
Complete Course Program Includes:
- Instructor Presentation and Training Guides
- Fully Managed Digital Marketing Campaign
- Everything an Advisor Needs to Conduct a Successful Class
RETIREMENT ELEVATED
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.
Course Presentation Options:
- Virtual 50-60 Minute Coure
Complete Course Program Includes:
- Instructor Presentation and Training Guides
- Fully Managed Digital Marketing Campaign
- 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
Lead Time Required
- Two (2) Weeks Minimum