Course Session One Session Two Session Three
Introduction to Financial Planning
with Brendan Flaherty
Wed
01/08/20
Wed
01/15/20
Thu
01/30/20
Insurance Planning & Risk Management
with Jamal Mahmood
Wed
02/12/20
Mon
02/24/20
Wed
03/11/20
Investment Planning
with Brendan Flaherty
Wed
03/25/20
Wed
04/08/20
Wed
04/22/20
Tax Planning
with Christopher Gauthier
Wed
05/06/20
Wed
05/20/20
Wed
06/03/20
Retirement Planning & Employee Benefits
with Mike Long
Wed
06/17/20
Wed
07/01/20
Wed
07/15/20
Estate Planning
with Adam Scherer
Wed
07/29/20
Wed
08/12/20
Wed
08/26/20
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

 


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



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