We provide accurate, unbiased and up-to-date retirement education from The Prepare Institute through college style courses held at Davidson College and Queens University of Charlotte.
The Prepare Institute is recognized by the IRS as a 501(c)3 non-profit educational institution that provides retirement planning courses and classes nationwide with a commitment to financial literacy.
Instructors are licensed and trained financial professionals with a minimum of 10+ years of real-world experience in their field.
With constant tax law changes and government changes affecting healthcare, inflation and market risk, the need for sound retirement strategies has never been greater.
Our courses are designed to deliver comprehensive up-to-date information and focus on your specific retirement planning questions and concerns.
We have protocols in place to help ensure your safety in the classroom.
Please contact us with any questions or concerns you’d like to discuss prior to your session.