Candidates We Help

  • Adults ages 50 to 70 – specifically designed for adults in their prime years of planning for retirement.
  • Within or Pre-Retirement – individuals and/or couples who are retired or will be retiring within the next 10 years, regardless of age.
  • Information Seekers – individuals looking for accurate retirement education and knowledge that is not available in most schools and universities.
  • Investors – individuals looking for unbiased information on how investments and the markets really work and not the standardized information shared by large brokerage houses, banks and Wall Street firms.
  • Concerned Retirees – current and future retirees with insecurities about the future of U.S. tax rates and trends.

Topics We Cover

  • Introduction To Today’s Retirement World – gain exposure to the retirement planning process and identify how much you will need to retire in today’s environment based on your objectives.
  • Tax Planning – learn how the tax system works and the different types of taxes in retirement. Specifically, obtain details of the new SECURE Act 2.0 and how it can and will affect your retirement plan. Then learn the different strategies to reduce or eliminate taxes to become tax efficient (covered in comprehensive course and single topic taxation class).
  • Healthcare and Insurance – learn detailed information on healthcare, Medicare, life insurance and long-term care to protect your retirement (covered in comprehensive course and single topic healthcare class).
  • Wealth Management and Investment Objectives – learn how markets work and the effects of volatility on a retirement plan. Learn how investing during retirement is different and what types of strategies are available (covered in comprehensive course only).
  • ​Wills, Trusts, Estate and Legacy Planning – learn how to properly plan your estate and transfer assets based upon your wishes through the use of wills, trusts and other legal documents (covered in comprehensive course only).
  • ​Income Planning – learn how to develop the proper income distribution plan and draw strategy to ensure maximum lifetime income with minimal tax, including social security maximization (covered in comprehensive course only).

Courses We Offer

Full Comprehensive Course

2 nights
6:00pm – 9:00pm each night
Tuition: $49 tax-deductible

Retirement Education

A comprehensive retirement course covering multiple aspects of personal finance and how they work together to help you see the “big picture” and plan for retirement. The curriculum includes tax, income and legacy planning and wealth, healthcare, insurance and risk management. Tuition includes the course workbook and class materials, providing you with a valuable reference tool for applying your knowledge.

Courses Available in March

Single Topic Class

2 hour session
6:00pm – 8:00pm
No tuition

Taxation in Retirement

A course focused on the impact of taxation on retirement income over your lifetime and factors to consider to optimize your financial well-being.

Scheduling in progress for future classes

Income in Retirement

A course focused on income planning for the duration of retirement along with tax and market volatility considerations.

Scheduling in progress for future classes

Healthcare in Retirement

A course providing information on healthcare, Medicare, life insurance and long-term care to help protect your retirement plan.

Scheduling in progress for future classes

With recurring tax law changes, an uncertain future for Social Security, the shift toward employee-directed retirement plans, and the continuing onset of widespread changes in the U.S. government, the need for sound retirement strategies has never been greater. Risks exist and our classes are designed to help you properly prepare for and maintain a retirement plan in today’s world.