Course Details

What is Retirement 101?

Retirement 101 is a retirement planning and community financial education course created by financial, tax, and legal professionals. It’s designed to provide an impactful and objective educational experience for individuals seeking to better understand their financial situation and options. Students (pre- or post-retirees) learn key terms, strategies and concepts to help achieve their retirement goals.

Who should attend?

Whether you are working toward retirement or already retired, this course can bring you valued insight and practical knowledge that can help you realize your financial goals. It is designed to build confidence in your ability to enhance your net worth and financial security. It will also give you strategies for managing the financial impact of life transitions, such as change in employment, passing of a loved one, divorce, moving or relocation, funding college for a child or grandchild, and disability or health-related concerns.

Material and value-added resources

Students receive a 189-page workbook including worksheets, checklists, case studies and text reference for all content covered in the course. The course also includes a complimentary consultation with the instructor (encouraged, but not required).

Canterbury School - Ketner Center
5400 Old Lake Jeanette Road
Greensboro, NC 27455

Dates and Times
Thursdays (3 sessions) February 21, 28 & March 7 - 6:00 pm – 8:30 pm


Saturdays (2 sessions) February 23 & March 2 - 9:15 am – 1:00 pm

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This email address is being protected from spambots. You need JavaScript enabled to view it. to For more information, please contact Pat Kylander or Robin Hunt at TFA 336-230-0071 or email us at This email address is being protected from spambots. You need JavaScript enabled to view it.
Triad Financial Advisors | 3623 N. Elm Street, Suite 102, Greensboro, NC 27455 | (336) 230-0071
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