Retirement Planning Classes



SPECIAL FREE COURSE OFFERING - Medicare Supplement Seminar

October 22nd, 2018 - Monday - 5:00pm-7:00pm

Gwinnett Technical College - Sugarloaf Campus

5150 Sugarloaf Pkwy, Lawrenceville GA 30046

For those age 65 or older, on Medicare or enrolling in Medicare for the first time, the multitude of Medicare Supplement Plan options can be quite confusing and the wrong decisions can be quite costly. We have again partnered with a local firm that assists seniors with making Medicare Supplemental Plan decisions, to hold a free educational session open to all, with an RSVP to our office.  The session will help you analyze the many Medicare combinations available to narrow your choices to find the best options for your situation.  Updates to Medicare 2018 will also be discussed, to prepare you for the open enrollment period that begins in October. 

Attendance is limited, and spots will be filled on a first-come, first-served basis. RSVP for you and a guest by calling us directly at (770) 931-1414 (no registration through Gwinnett Tech for this session) OR by contacting us HERE.


Put yourself in CONTROL of your financial future and keep your commitments to yourself and your loved ones.  No tests, just helpful education...SIGN UP NOW!!

Retirement Planning Courses offered at Gwinnett Technical College at both their Lawrenceville and Alpharetta locations. To register for classes at either location, please call Gwinnett Technical College at 770.962.7580 x6743 or 770.995.9697. Or visit Gwinnett Tech's Website by CLICKING HERE. You may pay by credit card or check. Also you may call us for more class info at 770.931.1414.  Ask them about their senior discounts for those age 65+.  

Successful Retirement Strategies (SRS) 

January 8 and 15 - Two Tuesdays - 12:00-3:00pm

Gwinnett Technical College - North Fulton/Alpharetta

2875 Old Milton Parkway
Alpharetta, GA, 30009

$99 for you and a guest


Successful Retirement Strategies (SRS) 

January 10 and 17 - Two Thursdays - 6:00-9:00pm

Gwinnett Technical College - Sugarloaf

5150 Sugarloaf Parkway
Lawrenceville, GA, 30046

$99 for you and a guest


The enrollment fee includes

  • Registration for all class sessions for you and a guest
  • Useful course notebook
  • Optional personal retirement planning consultation at Green Financial following the class to assist you with formulating a plan specific to your situation and goals

To sign up, call Gwinnett Technical College at 770-995-9697 and provide the course number or visit Gwinnett Tech's Website by CLICKING HERE. You may pay by credit card or check. ASK ABOUT THE SENIOR CITIZEN DISCOUNT IF YOU ARE OLDER THAN 65.

The room location of these classes may vary.  Once you are registered, Gwinnett Tech will send you an email with class information.  If you have any questions, please call our office at 770.931.1414 or call the college to confirm.


Successful Retirement Strategies: Whether you are just getting started, at the peak of your career, or heading into or living life in retirement, this two-evening class will help you make the most of what you have.  Planning to reach your goals is the best way to make that vision for your future a reality.  In today’s world of early retirements and longer life spans, formal retirement planning is a must to ensure independence and a lifestyle that will make you comfortable during your retirement years. Invest some of your time to learn ways to minimize the devastating impact of taxes and inflation that eat away at your retirement savings. Attend and learn effective tools to help you meet your goals, while overcoming the negative impact of inflation and taxes on your assets. Learn how to better diversify to help reduce risk for your hard-earned assets, and why most of us will continue to need growth on our assets throughout retirement if our money is to last.   Learn strategies for withdrawing your money in retirement, and how understanding behavior patterns and how different types of investments can play a role in your successful retirement plan.  Learn the basics you need to know about IRAs/Roth IRAs, Social Security, long term care, estate planning, and much more. Following the class, you will have the option of a personal consultation with your course instructor to review your individual situation.  Take action to ensure your financial future is on track by signing up for Successful Retirement Strategies now! 

Your instructor is Roger S. Green, who has been teaching retirement planning at Gwinnett colleges since 1997, and for 30 years has helped thousands of people plan for their financial future.  Roger hosted the educational radio program, Your Green, on FaithTalk 970 AM Saturdays  from 1998 through 2017, and for more well over a decade has been contributing a monthly column to the Gwinnett Citizen newspaper as well.   Roger was listed in Barron's as one of the Top 1000/1200 Advisors in February of 2009-2016.  In 2016, Roger's firm was named the overall Gwinnett Chamber Pinnacle Small Business of the Year.  In 2008, Green Financial was the Chamber Pinnacle Small Business of the Year in the 1-9 full-time employee category.  He was named to the Research Magazine 2009 Advisor Hall of Fame - one of five advisors nationally to receive this honor. Roger has a wealth of knowledge, and 30 years experience helping people with their money, to share to help you meet your financial goals.       

Passionate about educating, Roger has spoken to many civic and employer groups, free of charge, about retirement planning and investing. To inquire about his availability to speak to your group, call us at 770.931.1414 with details.   

We look forward to helping you grow your financial knowledge and improve your retirement and investment planning!

*The results from the above articles should not be considered a guarantee of future performances and/or success.

*No retirement strategy can eliminate the risk of fluctuating prices and uncertain returns.

*Neither the broker-dealer nor any of its representatives give tax advice. For complete details, consult with your tax advisor.