Adult Education Classes for Boomers and Seniors


We offer  multi-day and single -day workshops modeled as adult education courses that provide the optimum opportunity for you as an advisor to share knowledge, demonstrate expertise, and create a need for financial guidance.

Our premiere workshop marketing programs use retirement planning and income planning courses which are 2-3 session, (6-9 hour) and 1 session (2-1/2 hour), non-dinner oriented “adult education” events for those approaching retirement, held at your local college or community college campus, or other educational settings.

Participants pay a modest tuition of $49 to attend 2-3 classes on Tuesday or Thursday evenings and Saturday mornings (6-9 hours of teaching) or $19 to attend 1 class on Tuesday or Thursday evening or Saturday morning (2-1/2 hours of teaching). Agents spend time teaching conservative retirement and income planning concepts while developing relationships with highly motivated prospects.

By the end of the sessions, the participants/prospects will have developed a need for a financial plan, and wanting help with implementation. Who better, than their instructor?

By The Numbers:

  • 15-20 units per mailing split between two classes
  • 80%-90% of attendees for a one hour “Strategy Session” with advisor
  • Over 90% keep the appointments
  • Average assets per class attendee is $500k - $1.5 million in assets
  • Average FIA case - $300,000
  • Average premium out of course - $1,000,000
  • Average AUM - $750,000

The Financial ABCs of Retirement Planning & the Principles of Retirement Planning Workshops

The Financial ABCs of Retirement Planning & The Principles of Retirement Planning Workshops were developed by Dave Vick as adult education courses conducted by planning professionals at local colleges across the country, and have generated millions in annuity premium. The courses are based on Dave’s book Bat-Socks, Vegas, and Conservative Investing and its companions, “The Financial ABCs of Retirement Planning Workbook” and "The Principles of Retirement Planning Workbook". These resources answer the question, “Where do Index Annuities fit in a client’s total portfolio of assets?” If your prospect can answer that question, you will significantly increase your premium.

Program materials for these courses include:

  • Bat-Socks, Vegas, & Conservative Investing by Dave Vick
  • The Financial ABCs of Retirement Planning Workbook
  • The Principles of Retirement Planning Workbook
  • The ABC Planning Model Concept DVD
  • College-style workshop invitations
  • Course Power Point Presentations
  • Course Syllabus and Lesson Plans

The Foundations of Retirement Planning Workshop

This workshop is a retirement income planning course. The course is based on the “Foundations of Retirement Planning” workbook authored by Dave Vick. You will enjoy teaching those facing retirement, and those already in retirement, safe money strategies for creating income that will last a lifetime. By the end of the sessions, the participants/prospects will have a plan for creating a guaranteed retirement income stream and need assistance with implementation. Clearly the hottest marketing topic today, “Foundations” covers:

  • Eight Challenges to Creating Retirement Income
  • Four Essential Income Planning Goals
  • Six Pillars of Retirement Income
  • Six Tips for a Financially Successful Retirement

Program materials for this course include:

  • The Foundations of Retirement Planning workbook
  • The ABC Process DVD
  • College-style workshop invitations
  • Course Power Point Presentation
  • Income Planning Course Syllabus and Lesson Plans

Your Dream Retirement Workshop

The newest course, Your Dream Retirement workshop, provides a fundamental working knowledge of the principles of conservative investing through strategic allocation of assests and tactical money management with a view toward developing retirement income. This timely course covers:

  • How to Strategically Plan andTactically Manage Your Retirement
  • Tactical Money Managers and Their Secret Sauce

Program materials for this course include:

  • Your Dream Retirement by Dave Vick & Abigail Diehl Vick
  • Your Dream Reitrement Workbook
  • College-style workshop invitations
  • Course Power Point Presentation
  • Your Dream Retirement Course Syllabus and Lesson Plans

Maximizing Your Social Security Workshop & Dinner Seminar

The new Maximizing Social Security is a 2.5 hour adult financial education even that sets the advisor apart as an income planning expert. Boomers and Seniors pay you an $18 tuition for a course covering:

  • Qualifying for Social Security Benefits
  • Working While You Receive Benefits
  • Calculating Your Retirement Benefits
  • How to Find Your Social Security Benefit Amount
  • Taking Benefits Before Full Retirement Age
  • How COLAs Affect Benefits
  • Taxation of Benefits
  • Windfall Elimination Provision & Government Pension Offsets
  • Medicare & Social Security
  • The Future of Social Security: Solvency Issues and Reform Proposals
  • Strategies for Maximizing Your Social Security
  • Six Pillars of Retirement Income

In the end clients sign up for a strategy session and Social Security Evaluation and ABC Profile Review that leads to new clients and millions of premium.

Program materials for this course include:

  • Maximizing Your Social Security workbook
  • Course Power Point Presentation
  • College-style workshop invitations
  • Maximizing Your Social Security Course Syllabus and Lesson Plans