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An Educational Course for Adults Age 50 to 70
Consists of two 3-hour sessions

There are no seminars scheduled at this time.


Your instructors are Tristan Bliesner and William Rolser, Investment Advisor Representatives. This is neither an offer to sell nor a solicitation of an offer to buy any security. Such an offer can be made only by the prospectus for the specific security. Securities and advisory services offered through KMS Financial Services, Inc. Member FINRA/SIPC and an SEC registered investment advisor. KMS and Aeon Wealth Management are separate and unaffiliated companies.


This course includes a financial planning and retirement textbook with examples and illustrations, which is yours to keep. It helps you follow along with the classroom presentation and also contains valuable bonus worksheets. Written in easy-to-understand terms, your textbook helps you learn more about the financial concepts discussed in class, provides a step-by-step process to apply your knowledge and becomes a useful reference tool after the course is complete.


Retirement Planning Today® is both entertaining and informative. Classroom sessions are instructed by a qualified financial professional who enhances the presentation with stories of real-life experiences. Attendees enjoy the interactive lecture format where participation and questions are encouraged but not required.


Unlike financial seminars that focus on a specific topic, this comprehensive course helps you see the “big picture.” It examines many aspects of personal finance and how they can work together to create an integrated retirement plan. This course is educational and non-commercial. No specific financial products are discussed or sold.


If you have financial questions that are personal in nature or relate to specific financial products, you may arrange to meet privately with your instructor after the course is complete. This consultation is complimentary for class attendees but is not required.