 (267)427-5667          kyle.rolek@rolekretirement.com

1055 Westlakes Dr Suite 300 - Berwyn, PA 19312

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For Those Age 50+. Detailed Curriculum Below!

Online Course: Tuesdays, Oct 6 & 13 from 6:30pm - 9:30pm.

In-person Course: Thursdays, Oct 1 & Oct 8 from 6:30pm - 9:30pm.

Complete the form to REGISTER!

 Printed Workbook Included!

 $19 tuition includes 100+ page printed course workbook + live instruction + Q&A

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Kyle Rolek

Retirement Planning Specialist, Fiduciary Financial Advisor, Certified Financial Planner

Watch Video: Retirement Planning Course Curriculum

Course Instructor Kyle Rolek discuses the Course Curriculum in this video. The course covers many retirement-related topics such as tax strategy, retirement income planning, investment planning, estate planning, healthcare costs, social security, lifestyle planning, and many others.

About the Course

1

Kyle grew up in Easton, Pennsylvania ... The home of former heavyweight champion Larry Holmes, Crayola Crayons, and Lafayette College.

2

From a family of educators. Kyle's father Ken and brother Kory are both active Pennsylvania public school teachers. His mother Kathy is a retired Pennsylvania public school special education teacher.

3

Kyle enjoys sports and fitness. He was on the Track & Field team at Lafayette College, where he specialized in the 800 meters and the mile.

4

Graduated from Lafayette College with a degree in Economics & Business. Kyle also completed Stanford University's Value Investing program after graduating from Lafayette College.

About the Instructor

1

Kyle grew up in Easton, Pennsylvania ... The home of former heavyweight champion Larry Holmes, Crayola Crayons, and Lafayette College.

3

Kyle enjoys sports and fitness. He was on the Track & Field team at Lafayette College, where he specialized in the 800 meters and the mile.

5

Kyle started as a Financial Advisor at ING Financial Partners in 2009. Moved up the ranks to become a Registered Principal with ING Financial Partners before going on to form Rolek Retirement Planning.

2

From a family of educators. Kyle's father Ken and brother Kory are both active Pennsylvania public school teachers. His mother Kathy is a retired Pennsylvania public school special education teacher.

4

Graduated from Lafayette College with a degree in Economics & Business. Kyle also completed Stanford University's Value Investing program after graduating from Lafayette College.

6

Lives in the Fishtown neighborhood of Philadelphia, Pennsylvania. Can often be found running on Delaware Ave or biking on Kelly Drive.

7

Rolek Retirement Planning is a Pennsylvania State Registered Investment Advisor. View our formal disclosure brochure and regulatory filings on the government website investor.gov.

8

Kyle is a "Fiduciary" at all times. Read our article "How to Find A Fiduciary" to learn how the word "Fiduciary" can impact your long-term financial security.

9

We are retirement planning specialists. Watch our video "What Do We Do as a Retirement Planning Specialist?" and read the "Process" page of our website to learn more.

10

We've served hundreds of families, primarily those residing in Pennsylvania, through those we've worked with directly and those who've attended our courses.

Course Location

The Radnor Hotel

​591 Lancaster Ave, Wayne, PA 19087, United States

Fall Course Updates: Traditionally conducted at Villanova University, our fall course has moved to follow health guidelines and provide choice.

In-person Course: Thursdays, October 1st & 8th from 6:30pm - 9:30pm at The Radnor Hotel on Lancaster Ave in Wayne, PA. 

Online Course: Tuesdays, October 6th & 13th from 6:30pm - 9:30pm. Complete the form at the top of the page to register!

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Available on Amazon

Rolek Retirement Planning:
60-Second Assessments to Improve Your Planning Today

Order on Amazon, or Receive Free Copy With Course Registration Instead.

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Rolek Wealth Management, LLC ("Advisor") is a registered investment advisor. The information contained on this website is for informational purposes only and should not be considered investment advice or recommendations, nor should it be consider tax or legal advice. Consult a tax or legal advisor regarding your individual situation. Advice may only be provided after entering into an advisory agreement with Advisor.

 

The office in Newtown is an office of convenience and is only used for client meetings. Our retirement planning courses are not endorsed by the colleges or universities where they are conducted.

 

View important disclosures here: Disclosures