Retirement Education Courses

Retirement Education Courses

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 Lee

Sean P. Lee, MSFS

Scott Dougan

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