Plan Well. Live Well. Retire Well.
Emerging Advisor offers complete retirement education courses designed BY advisors FOR advisors, with everything you need to conduct an exceptional educational classroom experience.
These courses will help you comfortably connect with your prospects in an educational setting. By utilizing the Retirement Elevated program, you can easily teach retirement planning concepts at a university in your area, while solidifying your position as a trusted advisor in the minds of attendees.
Empowering Women for Today’s Retirement
A complete personal finance course designed to 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…
Retirement Planning in Today’s Economy
A comprehensive personal financial course designed to help explain retirement plans, prepare for market volatility, and budget strategically.…
Special Offer: Package and SAVE!
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