Our goal is to help you to make informed decisions about your personal finances and retirement planning. That’s why we offer straightforward and engaging courses on topics of key interest to baby boomers, including conservative investment strategies in a low-interest rate market, maximizing your income in retirement, and using tax-advantaged strategies to leave a legacy for loved ones.

Class Calendar

Upcoming Events

For accommodations of persons with special needs at Medicare workshops, call 1-877-486-2048. 

Our Medicare workshops provide educational information followed by an opportunity for you to discuss your questions with a licensed Medicare agent. Milestone Educator LLC operates under Sound Planning Group, Inc (SPG). Sound Planning Group contracts with multiple major carriers in the marketplace that we feel bring value to our Medicare planning process. Sound Planning Group does not offer every plan in your area. Currently, we represent 7 organizations that offer 68 products in your area. Please contact medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on your options. This class does not discuss specific insurance products. Milestone Educators LLC is not affiliated with or endorsed by any government agency. Medicare consulting and insurance products are offered through Sound Planning Group, Inc. SPG is not affiliated with or endorsed by any government agency.

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Upcoming Events

Begin your retirement with success. Jumpstart your education at a workshop near you.