Retirement Education Courses

Retirement Education Courses

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.

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