Sign up for a class today!

In our Retirement Education courses held at all the local universities (University of Michigan in Ann arbor, Michigan State University at Novi and Troy, Eastern Michigan University in Ypsilanti, Oakland University in Rochester, as well as our Learning Center in Livonia), we spend over 7-hours with you drilling deeper into real retirement strategies for you to apply to your own situation that aren't a "one-size fits all" solution. Learn how you can live the retirement you've earned.

K. McDonald

"So many questions......I need to find out how to answer them. Your course was extremely valuable in pointing out how unprepared I am for retirement....and now I see a light on what needs to be done."

Scott A.

"Do it. It’s not for the faint of heart, but it’s a great deep dive."

B. Moser

"There is a different strategy to preserve and distribute wealth versus accumulating it... Tax management and different financial tools are required... This course makes you aware of key aspects on this topic."

Maureen A.

"Be prepared for a lot of information!"

Susan S.

"First, it is the comprehensive basics of what you need to know when you are planning for retirement, and I would recommend that they attend 5-10 years before retirement."

Wes D.

"Kirk is passionate about this topic and shows with his unbridled enthusiasm."

N.J. MacIntosh

“Extremely informative. Critical information for anyone wanting to retire without worry.”

D. Waldon

“The energy, passion, and knowledge of the presenters really added to the value of the course. I knew going in that I had significant gaps in this area and this helped close them. Thank you!!!”

 

Sign up for a class today!

In our Retirement Education courses held at all the local universities (University of Michigan in Ann arbor, Michigan State University at Novi and Troy, Eastern Michigan University in Ypsilanti, Oakland University in Rochester, as well as our Learning Center in Livonia), we spend over 7-hours with you drilling deeper into real retirement strategies for you to apply to your own situation that aren't a "one-size fits all" solution. Learn how you can live the retirement you've earned.

Sign up for a class today!

Learn how you can live the retirement you've earned.

Tuition is $29

- Proceeds from courses go to charity -

Through our retirement education course you will learn the tools needed in order to have the best retirement possible and avoid many of the mistakes other retirees and pre-retirees make, such as not allowing short-term market events to impact your spending and investing decisions, as well as avoiding one of the biggest risks to a baby boomer's retirement, Sequence of Return Risk. Income is what will drive your performance in retirement, not the investment you choose.

These classes are appropriate for ages 50+ with a minimum of $250K of investable assets.

Tuition is $29

- Proceeds from courses go to charity -

Through our retirement education course you will learn the tools needed in order to have the best retirement possible and avoid many of the mistakes other retirees and pre-retirees make, such as not allowing short-term market events to impact your spending and investing decisions, as well as avoiding one of the biggest risks to a baby boomer's retirement, Sequence of Return Risk. Income is what will drive your performance in retirement, not the investment you choose.

These classes are appropriate for ages 50+ with a minimum of $250K of investable assets.

Tuition is $29

- Proceeds from courses go to charity -

Through our retirement education course you will learn the tools needed in order to have the best retirement possible and avoid many of the mistakes other retirees and pre-retirees make, such as not allowing short-term market events to impact your spending and investing decisions, as well as avoiding one of the biggest risks to a baby boomer's retirement, Sequence of Return Risk. Income is what will drive your performance in retirement, not the investment you choose.

These classes are appropriate for ages 50+ with a minimum of $250K of investable assets.

In our course, we'll spend over 7 hours teaching:

  • tax

    Tax Planning

  • income

    Income Planning

  • investment

    Investment Planning

  • healthcare

    Healthcare Planning

  • estate

    Estate Planning

  • And so much more...

Download Our Whitepapers

In our course, we'll spend over 7 hours teaching:

  • tax

    Tax Planning

  • income

    Income Planning

  • investment

    Investment Planning

  • healthcare

    Healthcare Planning

  • estate

    Estate Planning

  • And so much more...

Download Our Whitepapers

In our course, we'll spend over 7 hours teaching:

  • tax

    Tax Planning

  • income

    Income Planning

  • investment

    Investment Planning

  • healthcare

    Healthcare Planning

  • estate

    Estate Planning

  • And so much more...

Download Our Whitepapers

Listen to the Retirement Education Hour with Kirk Cassidy & Dr. Paul Metler every Sunday night at 8pm, after 60 Minutes on WWJ 950

WWJ 950 NewsRadio

ARE YOU FINANCIALLY LITERATE?

Take this 6-question quiz to test your basic financial knowledge.

WWJ 950 NewsRadio

Listen to the Retirement Education Hour with Kirk Cassidy & Dr. Paul Metler every Sunday night at 8pm, after 60 Minutes on WWJ 950

ARE YOU FINANCIALLY  LITERATE?

Take this 6-question quiz to test your basic financial knowledge.

WWJ 950 NewsRadio

Listen to the Retirement Education Hour with Kirk Cassidy & Dr. Paul Metler every Sunday night at 8pm, after 60 Minutes on WWJ 950

ARE YOU FINANCIALLY  LITERATE?

Take this 6-question quiz to test your basic financial knowledge.