TURNKEY RETIREMENT
EDUCATION PROGRAMS

Emerging Advisor

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

Retirement Elevated

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

Retirement Elevated

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
Retirement Elevated

Empowering Women For Today's Retirement​

Complete personal finance course designed to explain retirement plans and prepare women for the retirement they envision.

Retirement and Taxes
Retirement Elevated

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

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

*Important: All multi-day classes must be scheduled within 7 calendar days of each other.

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
Empowering Women

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

Retirement Elevated
Comprehensive personal financial course designed to help explain retirement plans and prepare women for the retirement they envision. Five (5) topic presentation and results-driven introduction and closing modules.

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

Retirement Elevated

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
Retirement and Taxes

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

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