Fidato Wealth


Fidato Wealth Classes

Retirement Planning Today®

This class has been designed for those who wish to educate themselves about planning for a successful retirement. Retirement planning has taken on a much greater importance as life expectancies have increased, people are retiring earlier, and many view retirement as a new and fulfilling chapter to their life. During this 2 session course, you will learn how to define retirement goals and return from the class with practical information you can apply immediately in your personal lives. This educational course covers the complete planning process including retirement lifestyle planning, strategies to manage investment risks, estate planning, questions to ask before buying insurance coverage, how to invest in and take money out of your company’s retirement plan, saving money on this year’s taxes, how to determine the savings you will need to retire today or in the future, and much more.

You may bring a spouse or guest at no additional charge. The course fee is $49 and includes one 235 page workbook. Classes are offered throughout the year, and are held at various Community Colleges, Employer Groups, and Organizations. If you are interested in attending, please register by filling out our registration form below.

Class Registration

  • Classes are offered during the following months: January, February, March, May, September, and October.
    Class is a total of 6 hours of class room instruction, broken up into two 3 hour sessions. Sessions are available on Tuesday, Wednesday, or Thursday Evenings from 6:30 to 9:30 pm. Classes in the winter may include Saturday sessions from 9 am to Noon. We will confirm available dates upon your inquiry.
  • Tuition is $49 and covers one 235 page illustrated textbook. Couples may attend for 1 registration fee. The check is made payable directly to the College or School District that is sponsoring the class. We will confirm registration details upon your inquiry.

*Some Employer Groups or Organizations may offer this course to their employees or members as a benefit, or at a reduced cost. If you would like Tony to conduct this Course for your Organization, please contact us.