ARI Class Page

Become the Advisor Your Future Client's will Trust

Prepare yourself for a successful career in finance and join us at our Active Retirement Investing Class, hosted through the Renaissance Society at Sacramento State University. It's FREE to all Sac State Students! Walk ins welcome! Free book and goodies!

Learn About How To Help Your Future Clients THRIVE in Retirement

We want to support you tools and tips to help your future clients in retirement the knowledge and resources they need to thrive. Our "Active Retirement Investing" class, led by experienced financial experts Bill Bailey and Nash Bailey, is designed to give you what you'll need to cover with your future clients to confidently manage their finances and help them make the most of their retirement years.

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How Will This Help ME?

You'll Support Your Future Clients By Teaching them How To...

Do Their Own Investing

Check On Their Advisor

Find An Advisor

Learn how to choose investments!
Understand the impacts of Estate Planning!
Gain Valuable Knowledge to share with your loved ones!
Learn About stocks, bonds, mutual funds, ETFs and more!
Learn about our 3 Phases of Retirement Investing
Are they already in Retirement? Learn about how to make pivots in your strategy!
Learn how to shift your plans to accommodate surprises!
Learn how to retire with confidence and thrive!

Meet Your Instructors

Bill and Nash Bailey bring decades of experience in financial planning and investment. As the foundation of Wealth Strategies they have helped countless individuals work towards securing their financial futures.

Nashoba R. Bailey, ChFC® (Chartered Financial Consultant)

Investment Advisory Associate, CTS, CES, CFS, CIS, CAS, Co-Author

Nash is the firm's newest advisor but has been investing since he was 12 years old. He has co-authored a book and teaches classes at local colleges. Nash loves to stay current on new policies and trends.

Hunter W. "Bill" Bailey

Registered Advisory Associate, MSFS, CTS, CES, CFS, CIS, CAS

Bill is the founder of Wealth Strategies and has been providing financial services since 1980. He believes that the greatest value he can provide for his clients are honesty, integrity, and a strong commitment to his client's.

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Join us and like-minded individuals to learn more about ETFs, Mutual Funds, Stocks, Bonds, and more!

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What You'll Learn

How to Invest with confidence: Learn strategies to take full control of your financial life decisions
How to use financial planning: Learn how to plan to Live the retirement you want
How to avoid unnecessary fees: Learn how to "keep" more of your money
How to find a trusted professional: Learn to find a trusted advisor and maintain peace of mind
How to avoid and plan for surprises: Learn how things like insurance coverage, estate planning and tax affect your retirement money
BONUS: Get Expert Guidance: Learn from seasoned professionals.
BONUS: Gain Comprehensive Knowledge: Cover all aspects of retirement investing, from stocks to estate planning.
BONUS: Gain Practical Skills: Gain the confidence to manage your own investments, evaluate your current advisor, or find a new one.
BONUS: Gain Community Support: Connect with like-minded individuals and build a supportive network.

Grab our FREE Book!

Attendance guarantees you a free book! Take a look right now with a FREE digital copy!

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Don't Let ANYTHING Hold Your Future Clients Back From Living Their Best Retirement Life

Let’s talk about some common misconceptions that might be holding your future clients back from taking control of their retirement investments. Many people think that only financial experts can understand the complexities of investing. The truth is, with the right education, anyone can learn the basics and make informed decisions. It's a powerful shift from feeling overwhelmed to feeling empowered.

Then there’s the belief that hiring an advisor guarantees better results. When you learn how to evaluate their advice critically, you can help to ensure you’re always in control.

Investing often seems risky to the average person, leading many to avoid it altogether. However, understanding risk management and diversification can help you make more informed decisions on your investments. It's about shifting from fearing risk to managing it smartly.

You might think it’s too late to start learning about investments. But it's never too late to take charge of your financial future. Starting now can significantly improve your retirement outcomes, no matter your age.

Finally, there’s a misconception that financial planning is only for the wealthy. Effective financial planning is crucial for everyone, regardless of income level. Empowering yourself with knowledge can lead to better financial security and peace of mind.

Our "Active Retirement Investing" class is here to help you debunk these myths and empower you with the knowledge and tools to manage your retirement investments confidently. By taking control, you can make informed decisions that align with your goals and values.

Whether you want to do your own investing, critically evaluate your current advisor, or find a new one, our class will give you the skills and confidence to work towards a retirement that is secure and prosperous.

Join us and shift your beliefs towards a more empowered and informed approach to retirement investing.

Class Preview

Watch your future instructor teach class and get a preview of upcoming classes.

View Your Preview Here

How Do I Sign Up?

We welcome walk-ins! No need to sign up, just show up. We meet at Douglass 209, Fridays 1pm-2:30pm From Sept 6th - Nov 22nd, 2024. We'd love to know you're coming and prepare some goodies for you! Feel free to send us a message with the form below, or sign up using our free Eventbrite link.

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Got a Question About This Class? Send Us a Message Below

This Class is Helpful For ANY part of Retirement Financial Life

1. Learn to Do Your Own Investing So That You Can:

Gain Financial Independence: Make informed decisions without relying on others.
Portfolio Returns: Implement strategies that suit your specific retirement goals.
Reduce Fees: Save money by avoiding high advisory fees.
Adapt Quickly: Respond to market changes and new opportunities.
Build Confidence: Understand investment principles and manage your portfolio with assurance.

2. Check on Your Current Retirement Financial Advisor So That You Can:

Ensure Alignment: Confirm that their strategies match your retirement goals.
Monitor Performance: Track the success of your investments and make adjustments as needed.
Identify Red Flags: Spot potential issues or conflicts of interest early on.
Make Informed Decisions: Compare their advice with your own knowledge.
Improve Communication: Have more productive conversations with your advisor about your financial future.

3. Learn How to Find the Right Advisor for You So That You Can:

Select the Best Fit: Choose someone who understands your unique financial situation.
Ensure Transparency: Work with an advisor who is open and honest about fees and performance.
Receive Personalized Advice: Get tailored recommendations that suit your specific needs.
Build Trust: Establish a relationship with someone you feel comfortable with and can rely on.
Achieve Your Goals: Collaborate with an advisor who can help you reach your retirement objectives efficiently.

Sign Up For Class Today

Join us and like-minded individuals to learn more about ETFs, Mutual Funds, Stocks, Bonds, and more!

Click Here To Join Us