The Road to Financial Independence (In-person)
Spring (4-8 hours) | Available (Membership Required)
How much money do you need to retire? A USA Today article in Aug 2025 cited that the average retiree in NH or VT is projected to be $150,000 -$250,000 short of covering expenses in retirement. In this course, we will learn HOW MONEY WORKS™ financial education tools. Beginning with the simple concept of saving with the power of compound interest, we will create an understanding of how much money you might need in retirement.
This course is for any individual or couple that want to become educated on how they can invest their finances to help last a lifetime. While no student will be asked to share, they will be expected to have knowledge of their finances so they can frame the content of the course to their own situation. There will be some light reading from provided materials, which may take about 30 minutes per week.
This in-person course is designed to be interactive. It will consist of a short lesson, followed by discussion and expansion on the topic, based on the class’s specific interests. Discussions of finances will be framed in the hypothetical.
This course will combine lecture with class discussions.
This is a four-session course (8 hours total).
Jonathan Stallsmith
Jonathan Stallsmith is an Investment Adviser Representative with PFS Investments, Inc. and Primerica Advisors. He began financial advising in 2016 and has built that into his financial services career over the past decade. Jonathan takes an educational approach to client relationships. He believes it is important to understand the “why” behind investment choices, and this allows him to function like a teacher for all clients. He works with a variety of individuals, from those just starting to those that have built significant portfolios.