Retirement Classes

Retirement Planners University

At Insight Financial Services, we foster a spirit of lifelong learning for adults of all ages through our Retirement Planners University. Founded in 2015 and formerly called the Insight Financial Services Senior College, our Community Education Classes are designed for those who are nearing and/or at retirement age.

Planning for a retirement that may very well last 10, 20, 30 years or longer may be overwhelming! For those families assisting aging parents, the challenges may become even greater!! Breaking it down piece-by-piece not only makes sense but makes it easier to plan ahead so you can take a proactive versus reactive approach to retirement planning. 

Our curriculum offers a variety of topics that address a wide range of needs most people are likely to face in their retirement years.  For more information regarding our classes, or if you're in need of an experienced Guest Presenter for your company or organization, please contact us today at (913) 402-2020 and ask for Kim.

“Live as if you were to die tomorrow.
Learn as if you were to live forever.”

Mahatma Gandhi
October 2, 1869 – January 30, 1948

Pete Martinez, MBA

Lead Instructor

Pete Martinez, MBA

Pete is passionate about and believes very strongly in the importance of educating consumers about effectively planning for retirement. The Retirement Planners University was born out of that passion.

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The Retirement Planners University is a series of classes being offered through Insight Financial Services. The opinions voiced in these classes are for general information only. The Retirement Planners University is not an accredited university and you will not receive a degree upon completion of the courses. The classes are not intended to provide specific advice or recommendations for any individual. The listing of vendor or product in these classes does not constitute an endorsement or warranty of the vendor or product by Securities Service Network, LLC.