Education

WealthBridge Capital Management’s principals are adjunct faculty at Otterbein, teaching about retiring in comfort. Learn from experts how to start planning your ideal retirement.

Financial Strategies for Successful Retirement

Want a taste of what WealthBridge can do for you? Join our principals, Ryan M. Dunlap, CFP®; Robert W. Faulkner, CRPC®, CIMA®; and Andrew J. Grant for a four-week course—Financial Strategies for Successful Retirement—that will teach you more about managing your money than most people learn in a lifetime. After attending the class, you will be entitled to a complimentary personal retirement planning consultation at our firm.

Gain a Comprehensive Overview

The major topics covered in our class include financial basics, retirement income, investments, risk management, and estate planning. We will also provide strategies to help you answer:

  • How much money will I need?
  • Can I retire early?
  • How can I minimize my taxes?
  • How will I manage my plan?
  • How important is it to plan my estate?

Classes are held in the evenings on Otterbein University’s campus and parking is free. Tuition is $89 per couple, due upon registration.