By: Laura Walton AFC®
Join us in celebrating the graduation of our first two 3rd Decade classes!
March 29th marked the first formal graduation from the 3rd Decade program for some forty individuals. Successful completion included attending all four classes, two one-on-one advisory sessions and passing the final exam. Those who did so were rewarded with a check payable to their Roth IRA as a match and a thank you for their commitment to the program.
Our hope is that these individuals we be ambassadors for the 3rd Decade – sharing their experience and knowledge with family, friends and co-workers. And that their employers will see the potential of offering this kind of education to their employees on a larger scale.
Ultimately, we would like to make the program available through other advisors elsewhere in the country who would like to give back to their communities – the stronger the individual, the stronger the community.
Today we have another eighty individuals enrolled in the Tucson program, will start a class in Scottsdale later this month and in Flagstaff this summer.
But, for now, let’s pause and celebrate this first milestone!