Growth Resources
Financial Education Courses
Six hours of straightforward, practical financial education designed for Alaskans who want to make better decisions before retirement, not after.
FMT SOlutions
Everything You Should Know Before You Retire — Covered in One Course
Retirement Planning Today® and its companion courses are comprehensive educational programs designed to give you an honest, complete picture of your financial situation — covering retirement income, tax strategy, investments, Social Security, estate planning, and more.
Mark Diehl, CPA teaches each course in person, drawing on his background as both a financial advisor and a certified public accountant. The format is interactive and straightforward. You leave with a textbook, a clearer view of where you stand, and the tools to make more informed decisions about your financial future.
What To Expect
- Courses consist of two 3-hour in-person sessions held on consecutive weeks
- Instruction is led by Mark Diehl, CPA — not a rotating presenter or remote facilitator
- The format is educational and non-commercial — no financial products are discussed or sold during the course
- Every attendee receives a comprehensive retirement planning textbook to keep
- An optional private consultation with Mark is available after the course at no charge — a chance to ask questions specific to your situation
- Registration is required in advance; spouse, partner, or guest attends at no additional cost
Courses
Choose the Course That Fits Where You Are
Each course is designed for a specific stage of your financial journey — practical, comprehensive, and taught in person by Mark Diehl, CPA.
Wealth Creation Today
Financial planning for peak career professionals.
Retirement Planning Today
Retirement planning course for pre-retirees.
Rejuvenate Your Retirement
Retirement optimization course for retired individuals.
What You Need To know
Strategic True North Charting Has Never Been Easier
How You’ll Benefit
- Understand the right courses for your firm’s goals
- Obtain a license and reserve your exclusive market area
- FMT promotes your courses and handles registration
- Deliver courses to intimate audiences of well-qualified leads
- Book 1:1 sessions and win new clients
Not Ready for a Financial Advisor? Start Here.
A True North wealth management relationship isn’t right for everyone at every stage. These courses are a way to get educated, ask questions, and figure out where you actually stand — with no commitment and no pressure. If it turns out you’re ready for something more, Mark is available for a one-on-one conversation after every session.