Retirement Elevated

Sound Advice for Your Future

Available Courses

Have you ever wondered if you’ve made the right decision involving an investment, your Social Security, your taxes or your estate?

Our goal is to partner with advisors that are here to help people understand their finances. Each advisor has their life/health and Series 65 and will work with you to address your biggest retirement concerns and give you the tools and confidence to tackle them.

Our courses provide objective and unbiased information based on the latest thinking, research and regulations.

Retirement Elevated courses are enrolling now!
Register for a course today.

Retirement Planning in Today's Economy

Are you nearing retirement or already in retirement? Look forward to your future knowing you have a solid plan for living the life you want.

LEARN MORE

Your Retirement and Taxes

Avoid the financial shock of unforeseen taxes in retirement. We will provide you info to help you know how to reduce your taxes and potentially expand your estate. 

LEARN MORE

Empowering Women for Today's Retirement

An informative fast-track course focusing on retirement and taxes, regulation and law changes, and situations which can have long-term effects in retirement.

LEARN MORE

About Retirement Elevated

Retirement Elevated is a provider of educational courses taught by more than 75 active financial advisors and qualified instructors across the country. It was started by seasoned financial advisors Sean P. Lee, founder and president of Elevated Retirement Group in Utah and Scott Dougan, founder and principal of Global Plains Advisory Group in Kansas. Since 2014, they have given thousands of retirees and pre-retirees the knowledge and tools to tackle their biggest retirement concerns.

Resources & Information

Connect With Us

Heart of a Successful Retirement

Do you wish there was a resource you could trust to help you make the right decisions about an investment, Social Security or your taxes and estate planning?

Attend our insight-filled courses. We’ll address your biggest concerns and give you the right knowledge, insight and strategies to tackle them - no financial product or service sales pitch.