The Retirement Continuum™ Class FAQs

Below are some of the Frequently Asked Questions, and answers, about this class.

Can I pay at the door?

Unfortunately, no. Advanced registration is required due to space limitations and in order to ensure we have enough materials for each registrant. 

If I decide to cancel can you refund my money?

Cancellation Policy:  100%: Withdrawal up to five (5) business days before first class meeting, less 10% administration fee.  A credit memo can be requested in the full amount and used for a future course that is scheduled within the same calendar year as your original course.  Once a credit memo is issued, you cannot receive a refund.  If we do not receive a refund request (5) business days prior to the course, you are not eligible for a refund.  0%:  Withdrawal less than two (2) business days before first meeting; 0%: Withdrawal after class begins; 0%:  No appearance at class.

Can I hold a tentative registration?  

Unfortunately, no. Our classes are in demand such that they do usually fill up. We can only take full reservations on a first come, first serve basis.  Please see the cancellation policy above in case you wish to register and believe you might later need to withdraw.

Can I bring more than one guest?

You can, but any guests beyond the one person included in the price of registration will have to pay the registration fee. The primary reason for this is so that they can get their own workbook too. We find that two people can share a workbook easily, but it is difficult for multiple people to do so.  

Why do you ask for my telephone number when I register?

In order to provide you with any last minute details about the course, such as a classroom change.  Your telephone number will not be used for any other purpose and will not be added to any call lists.

Why do you ask for my email address when I register?

In order to provide you with confirmation of your registration, as well as any last minute details about the course, such as a classroom change.  

What classroom / where in the building will the class be located?

Classes are held in the University Center building (Building #43).  The classroom number will be provided in your confirmation letter or email. The final room assignments information is are finalized within a few days of the class's start, once attendance can be estimated.

Where can I find directions to the class's location?

The class is located in the University Center, Building 43.  This building is mostly easily accessed from the campus's Kernan Blvd entrance.  The building address is 12000 Alumni Drive, Jacksonville FL 32224 if you would like to use software or GPS to map the directions.

I have to arrive late / I need to leave early

That is okay. We do utilize most of the time mentioned (6:30pm to 9:30pm or 9am-12pm  on Saturdays) for the  planned topics, but if you need to leave early/arrive late we understand.

Can I come to Part I on a Saturday and Part II on a Tuesday(or vice versa)?

We can typically honor these types of requests, but do ask that you tell us in advance so we can verify we will have enough space in each class session to accommodate you.

Who are the instructors?

There are three instructors.  All are highly experienced CERTIFIED FINANCIAL PLANNER™ professionals.  They are
Jonathan Castle, MSFS®, CFP®, Michelle Ash, CFP®, CASL®, and Jenn King, CFP®.  Each of them works actively in private practice assisting clients with their retirement planning needs.  Please see the "Instructors" page of this website for more information about them.

What will the course cover?

So many things!  Please see the "Home Page" and "Course Outline" pages of this website for more information.

Who is Paragon Wealth Strategies?

Paragon is the firm sponsoring the course, and its advisors are the authorized instructors through UNF's LearnJax program.

Is this a sales pITCH?

Absolutely not. This course is a detailed retirement planning course.  It is a course that you pay for, and the instructors are very serious about making it worth your time and money. This is the tenth year this course has been taught at UNF, and remains one of UNF's most popular and widely attended LEARN Jacksonville courses.

I've been invited to many other free "retirement seminars".  Why is there a charge for this one?

This is a 6-hour class offered through UNF's LEARN Jacksonville program, which does charge nominal fees for the adult continuing education offerings to offset the costs of the program.  Free seminars are usually just sales presentations.

Why is there an option for a private consultation?

We find that after learning about so many different financial areas, many individuals have questions about their personal situation and want to meet to discuss those things.  We’ve found that people like knowing that this option is available to them.  It is by no means a requirement, and if you do not request it, no one will follow up with you about it.