EDUCATION TO HELP YOU
Earn your Retirement Stripes
Enroll in one of our advanced, eight-hour courses
and get ready to roar into your retirement.
Join the thousands who’ve already mapped the retirement of their dreams.
Tuition is $29 and includes a 200-page textbook. All proceeds go to charity.
RETIRE LIKE A TIGER
Attendees who have found this Master’s-level course helpful include:
RETIREMENT EDUCATION THAT HELPS YOU
Tame your Finances
A financial planning education course designed to help you live the retirement life you deserve.
This course provides real answers to real questions about your financial and retirement concerns.
WHAT YOU'LL LEARN
NO SALES. NO SOLICITATION.
JUST PURE EDUCATION.
Your Retirement Future Doesn’t Have to be a “M-I-Z”-tery
REGISTER TODAY.
Space is limited!
Pre-registration is a must.
LISTEN TO THE RETIREMENT EDUCATION HOUR RADIO SHOW
with Kirk Cassidy and Dr. Paul Metler
Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity.
Baby Boomers with questions or concerns about income planning
Individuals and/or couples ages 50 to 75
Current and future retirees concerned about the future of U.S. tax rates and trends
Investors looking for a personalized approach not found at large brokerage houses or Wall Street
Those who have a timely decision to make between taking a lump sum vs. pension option
Section 1: Plan Well. Retire Well. Live Well
Understanding key aspects of retirement
Learning what Retiring Well looks like
Determining your goals
Prioritizing your time and activities
Staying open to new opportunities
Section 2: Income Planning
When to begin Social Security benefits
Which claiming options work best for you
Planning for inflation
Determining how long your money will last
How to manage your 401(k) money
Three strategies to generate retirement income from your nest egg
Section 3: Investment Planning
Emotions and the market
Understanding types of risks in retirement
How to better manage risk
How much cash should remain in the bank
How the FDIC protects your money
Mutual fund basics
ETFs: Should you own them?
Types of annuities and their purpose
Traditional and Roth IRAs and taxes
Life insurance dynamics
Section 4: Healthcare Planning
Overview of health insurance in retirement
Medicare essentials and cost
Insurance coverage comparisons
Options for paving long-term care costs
Long-term care insurance
Section 6: Estate Planning
Reasons to update your estate plan
Taxes and your estate plan
Will or trust: Which is better for you?
Probate process and cost
Legacy planning
Charitable giving strategies
How to transfer assets efficiently
Estate tax reduction techniques
Section 5: Tax Planning
Income tax insights
Tax treatment of investment strategies
Impact of tax law changes
Tax tables comparison
Building tax-efficient withdrawal strategies
Roth IRA conversions
Tax advantaged investments for retirees
When you think about your future, what is your greatest concern or priority?
This class explains strategies to help you make sound decisions about your future. Some people want to leave a legacy for their children. Others want to make sure they preserve their lifestyle. And still others want to create an income stream for a favorite charity. Your goals are your goals. The class helps you plan, knowing you have the financial recourse to reach them.
What makes financial education different from financial information?
This educational course discusses key issues for current and future retirees. In this class, we will discuss ways to identify facts necessary to make sound financial decisions that are focused on your best interest. You will learn about important financial topics such as tax reduction planning, investment risk management, healthcare planning, and estate planning. Above all you will learn how to apply the knowledge that will help you plan well, retire well and live well.
The best life lived is one with insight and knowledge. The focus throughout the Retirement Education Foundation course is knowledge. Our goal is to provide you with information so you can make solid decisions about your future.
We Give You Access to Three Key Tools:
Retirement knowledge
Reference material
Access to an industry professional
All It Costs You: A $29 Donation to Charity
The Retirement Education Foundation is a fiscally sponsored program of United Charitable, a registered 501(c)(3) public charity, dedicated to providing advanced retirement education for people in and nearing retirement. This is not a sales pitch. We're here to educate you.
We don't profit from our courses. All proceeds are donated to various charities here in Michigan and around the country. Why? Because we profit knowing that more people are entering retirement with the knowledge to live the retirement they've earned and are educated to make the right decisions when uncertainty comes knocking at their door.
The Retirement Education Foundation is a national charitible program
