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.
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.
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.
2024 Class Schedule
October 3rd
October 7th
October 17th
October 22nd
2024 Class Schedule
September 5th
September 10th
November 7th
November 12th
2024 Class Schedule
August 29th
September 3rd
September 19th
September 24th
2025 Class Schedule
Notify Me
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.