Course Session One Session Two Session Three
Introduction to Financial Planning
with Brendan Flaherty
Wed
09/12/18
Wed
09/19/18
Wed
10/03/18
Insurance Planning & Risk Management
with Jamal Mahmood
Wed
10/17/18
Tue
10/30/18
Wed
11/14/18
Investment Planning
with Brendan Flaherty
Wed
11/28/18
Wed
12/12/18
Wed
12/26/18
Tax Planning
with Christopher Gauthier
Wed
01/09/19
Wed
01/23/19
Wed
02/06/19
Retirement Planning & Employee Benefits
with Brett Danko
Tue
02/19/19
Tue
03/05/19
Mon
03/18/19
Estate Planning
with Gary Alger
Wed
04/03/19
Wed
04/17/19
Wed
05/01/19
Course Session One Session Two Session Three
Introduction to Financial Planning
with Brendan Flaherty
Wed
01/09/19
Wed
01/16/19
Wed
01/30/19
Insurance Planning & Risk Management
with Jamal Mahmood
Wed
02/13/19
Wed
02/27/19
Wed
03/13/19
Investment Planning
with Brendan Flaherty
Wed
03/27/19
Wed
04/10/19
Wed
04/24/19
Tax Planning
with Christopher Gauthier
Wed
05/08/19
Wed
05/22/19
Wed
06/05/19
Retirement Planning & Employee Benefits
with Brett Danko
Wed
06/19/19
Wed
07/03/19
Wed
07/17/19
Estate Planning
with Gary Alger
Wed
07/31/19
Wed
08/14/19
Wed
08/28/19
Course Session One Session Two Session Three
Introduction to Financial Planning
with Brendan Flaherty
Thu
05/09/19
Wed
05/15/19
Wed
05/29/19
Insurance Planning & Risk Management
with Jamal Mahmood
Wed
06/12/19
Wed
06/26/19
Wed
07/10/19
Investment Planning
with Brendan Flaherty
Wed
07/24/19
Wed
08/07/19
Wed
08/21/19
Tax Planning
with Chirstopher Gauthier
Wed
09/04/19
Wed
09/18/19
Wed
10/02/19
Retirement Planning & Employee Benefits
with Brett Danko
Wed
10/16/19
Wed
10/30/19
Wed
11/13/19
Estate Planning
with Gary Alger
Wed
11/27/19
Wed
12/11/19
Thu
12/26/19

Please note: The Capstone course automatically opens once a student has successfully completed the first 6 courses.



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