After Class by
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Let's plan what comes after class.

Have questions about your pension, 403(b), 457 or retirement plan? Start with a conversation.

Tell us where you work, where you are in your career and what's on your mind. We'll help you figure out the next step.

Schedule a Conversation ↓

What to expect

Your first conversation

It's simply a chance for us to learn more about you, and for you to learn more about After Class.

01 · Tell us about you

Your career, where you work and what retirement looks like to you.

02 · Bring your questions

Pension, 403(b), 457, investments, fees, your retirement date, or simply whether you're on track. Whatever is on your mind.

03 · Understand your options

We'll explain whether one of our services may be helpful, or point you toward the next step.

No obligation. No need to have everything organized. Just bring your questions.

30-minute introductory conversation

Find a time that works for you.

Meetings are by video or phone. Pick a time, answer a few quick questions, and you'll get a confirmation with everything you need.

Don't have your statements handy?

That's okay. You don't need to gather every financial document before scheduling your first conversation.

If you'd like to discuss your current 403(b), a recent statement can be helpful, but it isn't required to get started.

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Rather send us a message?

Have a question about your school district, college or university plans, your 403(b), 457 or our services? Send us a note and our team will get back to you.

Not ready to schedule?

That's okay. Start by learning more about your retirement options.