Course Session One Session Two Session Three
Introduction to Financial Planning
with Brendan Flaherty
Thu
09/14/17
Wed
09/20/17
Wed
10/04/17
Insurance Planning & Risk Management
with Sean Reilly
Wed
10/18/17
Wed
11/01/17
Wed
11/15/17
Investment Planning
with Brendan Flaherty
Wed
11/29/17
Wed
12/13/17
Wed
12/27/17
Tax Planning
with David Matarese
Wed
01/10/18
Wed
01/24/18
Wed
02/07/18
Retirement Planning & Employee Benefits
with Brett Danko
Fri
02/23/18
Wed
03/07/18
Wed
03/21/18
Estate Planning
with Gary Alger
Wed
04/04/18
Wed
04/18/18
Wed
05/02/18
Course Session One Session Two Session Three
Introduction to Financial Planning
with Brendan Flaherty
Thu
01/11/18
Wed
01/17/18
Wed
01/31/18
Insurance Planning & Risk Management
with Sean Reilly
Thurs
02/15/18
Wed
02/28/18
Wed
03/14/18
Investment Planning
with Brendan Flaherty
Wed
03/28/18
Wed
04/11/18
Wed
04/25/18
Tax Planning
with David Matarese
Wed
05/09/18
Wed
05/23/18
Wed
06/06/18
Retirement Planning & Employee Benefits
with Brett Danko
Thu
06/20/18
Thu
07/05/18
Wed
07/18/18
Estate Planning
with Gary Alger
Wed
08/01/18
Wed
08/15/18
Wed
08/29/18
Course Session One Session Two Session Three
Introduction to Financial Planning
with Brendan Flaherty
Thu
05/10/18
Wed
05/16/18
Wed
05/30/18
Insurance Planning & Risk Management
with Sean Reilly
Wed
06/13/18
Wed
06/27/18
Wed
07/11/18
Investment Planning
with Brendan Flaherty
Wed
07/25/18
Wed
08/08/18
Wed
08/22/18
Tax Planning
with David Matarese
Wed
09/05/18
Wed
09/19/18
Wed
10/03/18
Retirement Planning & Employee Benefits
with Brett Danko
Wed
10/17/18
Wed
10/31/18
Wed
11/14/18
Estate Planning
with Gary Alger
Wed
11/28/18
Wed
12/12/18
Wed
12/26/18

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



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