A Northwest Financial Group instructor teaching the Retirement Planning Today course to a full classroom
Retirement Planning Today® · 2-session classroom course · Albany, Oregon

Retirement is a hundred small decisions. This class puts them on one table.

Two sessions for adults 50–70, taught locally, to help you turn your savings into a real plan.

🗓 Classes start the week of Oct 12Starts Oct 13 📍 Linn-Benton Community CollegeLinn-Benton CC, Albany $49 per household · workbook included
See Dates & Save My Seats — $49 959 participants and counting · taught locally for over 15 years

No sales pitches. No product promotions. Nothing is sold in class.

Is this you?

Who this class was built for

You're somewhere between 50 and 70. Retirement is close enough to feel real — and far enough out to actually do something about it.

You've saved. A 401(k). An IRA. Maybe a business or a rental. The pieces exist. The plan connecting them doesn't.

You have questions you've never had a place to ask. When do we take Social Security? What will taxes do to our accounts? What happens if one of us needs care?

You want a classroom, not a pitch. A workbook, a whiteboard, and straight answers.

If that's you — you're not behind, and you're not the only one. Half your neighbors are lying awake asking the same questions.

The course

Every professional answers their own square. This course looks at the whole board.

Your CPA has a piece. Your attorney has a piece. Your 401(k) has a piece. Over two sessions, we put the pieces on one table — in plain English, with real examples.

Retirement income

The paycheck problem

How a pile of savings becomes a monthly income — and the questions to ask before you start drawing it down.

Social Security

The timing decision

What claiming early, late, or right on time actually trades away — for you and for your spouse.

Taxes in retirement

The quiet line item

Why your tax picture changes when the paychecks stop, and the moves people commonly consider before it does.

Risk & protection

The costs plans skip

Health care, long-term care, and the expenses that catch families off guard — one of the most overlooked corners of retirement planning.

Investments

Money's changing job

How the job of your money changes as retirement gets close — and what "risk" means when the finish line is in sight.

Estate basics

The whole board

What each document actually does — and the gap a full stack of documents can still leave if nobody connects them.

Retirement Planning Today® is offered through Financial Educators Network®, which has provided financial and retirement planning courses at colleges, universities, and learning centers nationwide since 2001. Your course workbook is included and yours to keep.

Want the session-by-session outline? Download the course preview (PDF)

Your instructors

Taught by people you could run into at the grocery store

No webinar screens. No out-of-town speakers. Northwest Financial Group advisors have been standing at the front of Willamette Valley classrooms teaching this course for over 15 years. Austin Gray is teaching this session's classes.

Ron Cornelison, instructor

Ron Cornelison

Financial Advisor, Northwest Financial Group

Elizabeth Ramos, instructor

Elizabeth Ramos

Financial Advisor, Northwest Financial Group

Austin Gray, instructor

Austin Gray

Financial Advisor, Northwest Financial Group

A recent Retirement Planning Today session in progress
A recent session — real classroom, real questions.
An instructor covering long-term care during a class session
Session 2: risk management and asset preservation.
959participants so far
15+years teaching this course locally
1974the roots of our practice

Our spring class was our largest ever — and it filled.

The details

When, where, and what's included

When — pick your section

TuesdaysOct 13 & 206:15 – 8:45 PM
ThursdaysOct 15 & 226:15 – 8:45 PM
Saturdays (online)Oct 17 & 249:30 AM – 12:00 PM

Two sessions per section. Same course every way — choose the days that fit. The Saturday section is taught live online; Tuesday and Thursday sections meet in person.

Where

Linn-Benton Community College

Albany, Oregon

6500 Pacific Blvd SW, Albany, OR 97321

Tuesday & Thursday sections meet on campus. The Saturday section is live online — attend from home.

What's included

$49 per household

Both sessions — 5 hours of classroom instruction — plus the course workbook (yours to keep), an optional one-on-one consultation with your instructor, and complimentary attendance for your spouse or a guest.

Fair questions

The things people ask before they register

Is this a sales pitch?

No. It's a class — no sales pitches, no product promotions. Nothing is sold in the classroom. Your registration includes an optional one-on-one consultation with your instructor if you'd like to talk through your own situation afterward. That's entirely your call, and plenty of people take the course and simply take the workbook home.

I'm not a numbers person. Will I keep up?

Yes. This course exists because most of us were never taught any of this — not in school, not at work. It's plain English, real examples, and no question is too basic. Bring the questions you've been embarrassed to ask. That's what the room is for.

What if I can't make one of the sessions?

You'll still benefit from attending one session — the material is built so each session stands on its own. And you can follow up with your instructor afterward to cover anything you missed, including during your optional one-on-one consultation.

Who's behind the course?

The course is Retirement Planning Today®, offered through Financial Educators Network® — a national financial education provider whose courses have been taught at colleges, universities, and learning centers across the country since 2001. Locally, it's taught by the licensed financial professionals of Northwest Financial Group, a Corvallis firm whose roots in the Willamette Valley go back to 1974.

Is it really only $49?

Yes. $49 covers your entire household — both sessions, the workbook, the optional one-on-one consultation, and a seat for your spouse or a guest. For most couples that's less than a dinner out, and it covers both of you. Course tuition covers classroom and material costs; there's nothing else to buy.

What should I bring?

A pen and your questions. We provide the workbook, and your $49 household pass covers your spouse or a guest — most people get more out of the class when both halves of the decision are in the room.

The class your neighbors keep filling

Seats are limited by the room, and our last class was our largest ever — it filled before the first session. Pick the section that fits your week, and your seats are held.

See Dates & Save My Seats — $49 959 participants and counting · $49 covers your whole household Registration takes about two minutes through Financial Educators Network's course registration system.

Northwest Financial Group, LLC · 310 NW 7th St, Corvallis, OR 97330 · 541-757-7701

Securities, Asset Management, and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Northwest Financial Group, LLC and LPL Financial are separate entities.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Northwest Financial Group and LPL Financial do not provide tax and legal advice or services. Please consult your tax and legal advisor regarding your specific situation.

Retirement Planning Today® is an educational course offered through Financial Educators Network®, which has provided financial and retirement planning courses at colleges, universities, and learning centers nationwide since 2001. Financial Educators Network is a separate entity from Northwest Financial Group, LLC and LPL Financial.

BrokerCheck · Form CRS available at nw-financial.com