Course Session One Session Two Session Three
Introduction to Financial Planning
with Brendan Flaherty
Wed
05/06/20
Wed
05/13/20
Wed
05/27/20
Insurance Planning & Risk Management
with Mike Long
Wed
06/10/20
Wed
06/24/20
Wed
07/08/20
Investment Planning
with Brendan Flaherty
Wed
07/22/20
Wed
08/05/20
Wed
08/19/20
Tax Planning
with Christopher Gauthier
Wed
09/02/20
Wed
09/16/20
Wed
09/30/20
Retirement Planning & Employee Benefits
with Mike Long
Thu
10/15/20
Thu
10/29/20
Wed
11/11/20
Estate Planning
with Adam Scherer
Tue
11/24/20
Wed
12/09/20
Wed
12/23/20
Course Session One Session Two Session Three
Introduction to Financial Planning
with Brendan Flaherty
Wed
09/02/20
Wed
09/09/20
Wed
09/23/20
Insurance Planning & Risk Management
with Mike Long
Wed
10/07/20
Wed
10/14/20
Wed
10/28/20
Investment Planning
with Brendan Flaherty
Wed
11/11/20
Tue
11/24/20
Wed
12/09/20
Tax Planning
with Christopher Gauthier
Wed
12/23/20
Wed
01/06/21
Wed
01/20/21
Retirement Planning & Employee Benefits
with Mike Long
Wed
02/03/21
Wed
02/17/21
Wed
03/03/21
Estate Planning
with Adam Scherer
Wed
03/17/21
Wed
03/24/21
Wed
04/07/21
Course Session One Session Two Session Three
Introduction to Financial Planning
with Brendan Flaherty
Wed
01/06/21
Wed
01/13/21
Wed
01/27/21
Insurance Planning & Risk Management
with Mike Long
Wed
02/10/21
Wed
02/17/21
Wed
03/03/21
Investment Planning
with Brendan Flaherty
Wed
03/17/21
Wed
03/31/21
Wed
04/14/21
Tax Planning
with Christopher Gauthier
Wed
04/28/21
Wed
05/12/21
Wed
05/26/21
Retirement Planning & Employee Benefits
with Mike Long
Wed
06/09/21
Wed
06/23/21
Wed
07/07/21
Estate Planning
with Adam Scherer
Wed
07/21/21
Wed
07/28/21
Wed
08/11/21

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



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