The approach to teaching investment and retirement classes described in this article was spread out over a 5-week period. The series of classes includes four classroom sessions and one individual consultation with a certified financial planner. Of those participants surveyed after 5 months, 57% had made changes, and 28% more still planned to make changes in their investments. Participants also appreciated the individualized financial plan developed during the course and used it to make financial decisions.
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Jones, K. M. (2003). Strategies for Successful Retirement: A 5-Part Series Teaching People How to Plan for Retirement. The Journal of Extension, 41(1), Article 18. https://tigerprints.clemson.edu/joe/vol41/iss1/18