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. Johann Von Goethe once said, “Doubt can only be removed by action”. For those who are in, or nearing retirement, taking action is critical. Tremendous opportunities now exist that can help protect you and your family throughout retirement.

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.