Who We Are
Our Retirement Education Courses aren’t your typical seminar or workshop. We’re a charity, meaning our mission is to better the financial acumen of the communities we call home. In these advanced courses, we’ll spend over eight hours with you exploring real retirement strategies you can apply to your own situation; you won’t find any “one-size-fits-all” solutions here. Sign up and learn how you can live the retirement you’ve earned.
What You’ll Discover
Held inside a collaborative classroom environment, the Master’s level Retirement Education Course covers five financial topics key to helping you get the most out of your post-workforce years. Subjects explored include:
Proudly Supporting Folds of Honor
Retirement Education Foundation is proud to announce a partnership with Folds of Honor. Your $29 tuition goes directly to this esteemed organization to support educational scholarships for the families of fallen and disabled service members.
Tuition is $29 Proceeds from Courses go to Charity
Through our Retirement Education Course you’ll discover tools needed to have the best retirement possible. You’ll also learn how to avoid many of the mistakes other retirees and pre-retirees make, such as sequence-of-return risk — one of the biggest threats to a Baby Boomer’s retirement — and allowing short-term market events to impact your spending and investing decisions. Remember: Income is what will drive your performance in retirement, not the investment you choose.
If you registered to attend in person, you will receive 8 hours of instruction in a classroom setting, along with a 200-page textbook. For those unable to attend in person, a virtual course is available, providing 8 hours of instruction from the comfort of your own home. You will also gain access to our e-Learning platform, which includes all course materials.
These advanced courses are appropriate for ages 50+ with a minimum of $250K of investable assets. Be prepared: They move fast!
Our Foundation
Our mission is to promote financial literacy within our community. Our primary focus is on helping educate those near or in retirement on the essential aspects of retirement. We provide the knowledge and the tools to help those within 10 years of retirement or in retirement understand the importance of a retirement plan. This is all done through our Retirement Education Course.
Radio Show/Podcast
Listen to the Retirement Education Hour on Spotify or where ever you get your podcasts.
