Education

WealthBridge Capital Management’s principals teach about retiring in comfort at Otterbein University. 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.