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FAQ

What is Simple Learning Solutions?

Simple Learning Solutions is an educational organization providing educational seminars that provide the latest information you need to make informed decisions about a range of financial topics that can affect your retirement income.

Are you affiliated with the Social Security Administration?

No. Our educational organization is not affiliated with the Social Security Administration or any other governmental entity.

Who are your workshop speakers?

Our workshops are conducted by qualified, licensed professionals in your community – from CPAs and attorneys to financial advisors.

How knowledgeable are your workshop speakers?

Our speakers are leaders in their field – from CPAs and attorneys to financial advisors. Each has been selected by Simple Learning Solutions for their expertise and knowledge of financial topics crucial to retirement planning.

How much do your workshops cost?

There is no charge for our classroom-style educational workshops or for any of the informational material and personalized reports we offer at each session.

What do your workshop speakers get out of this?

There is no “selling” at our workshops. However, our speakers may offer his or her services to attendees. If you choose to make a private appointment with a speaker, they may generate a fee or commission on products and services they provide to you. Keep in mind, your attendance at our workshops in no way obligates you to engage with the speaker for any service.

Is there a sales pitch at your workshops?

No. There is no “selling” at our workshops. Workshops are structured like educational classes providing information about topics crucial to retirement planning. Our speakers may hand out their business cards or brochures outlining their services. However, there is no obligation for you to engage with any speaker after the workshop.

How does Simple Learning Solutions make money?

Our educational organization is primarily funded by private and corporate entities; this also includes speaker fees. Advertising on the website and social media will also generate revenue for Simple Learning Solutions.

What is SDBA and What does it have to offer?

A Self-Directed Brokerage Account (SDBA) exists in 401 (k), 403 (b) or 457 plans where participants have access to professional management . This is an opportunity to take full control of your current retirement account by linking it to the existing Core account. In doing so, participants expand the range of investment choices beyond the Core plan investments and will have access to the same management style as high net worth investors, institutions and foundations. 

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