Retirement 101

Retirement 101 is an entertaining and informative financial course in Greensboro designed for adults between the ages 50 and 70. Classroom sessions are instructed by a Certified Financial Planner®.

Program Curriculum

This course will help you learn to:

  • Create a plan to retire early
  • Integrate your finances with your goals and values
  • Use new tax law changes to your advantage
  • Properly allocate your assets within your employer retirement plan
  • Use five investment strategies to minimize risks and maximize returns
  • Ask the right questions when evaluating insurance coverage
  • Ensure that your estate plan still functions properly under new laws


Tuition (includes textbook) = $79

Schedule of Classes

Spring 2017

Saturdays, January 28 & February 4 from 9:15 a.m. - 1:00 p.m.


Wednesdays, February 1, 8 & 15 from 6:00 p.m. - 8:30 p.m.

Fall 2017 
Wednesdays, Oct. 25 & Nov. 1, 8, 6:00 p.m. - 8:30 p.m.


Saturdays, Oct. 28 & Nov. 4, 9:15 a.m. - 1:00 p.m. 

Legal Disclaimer

Retirement 101 is strictly educational and non-commercial. No specific financial products are discussed or sold.  

Instructor Patrick Rush

Patrick Rush, CERTIFIED FINANCIAL PLANNER™ professional since 2002, is the principal of Triad Financial Advisors. He has been providing financial planning and investment advice since 1998. Prior to joining TFA, Patrick was a vice president and senior financial advisor with Merrill Lynch in Greensboro and subsequently became the president of Independent Wealth Management. In 2012, Independent Wealth Management merged with Triad Financial Advisors providing TFA with future growth opportunities and continuous stability for its clients.

Patrick has a passion for teaching and promoting financial education. He authored Retirement 101, and has been teaching as an adjunct instructor at Guilford College since 2007. Patrick believes that managing wealth is more than a matter of portfolio construction, but rather a continuous and evolving process that changes with personal needs and goals. He strives to provide simplicity, clarity and discipline to achieve each individual's distinct financial objectives.

Patrick resides in Greensboro, N.C. with his wife, Christina, their daughter, Havana, and twin sons, Walker and Quincy.


Online registration is available. For more information or to register over the phone, contact Suzanne Suddarth at 336.316.2169.


Non-Credit Programs Staff

Suzanne Mary Suddarth '02

Departments and Positions:
Assistant Director Professional Development and Training Center
School Extension 316.2169