Retirement Know-How

A non-profit program providing advanced retirement education

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:

Income Planning

Investment Education

Healthcare Planning

Tax Planning

Estate Planning

View Your Syllabus

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.

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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!

How We Help

Our Retirement Education Course delivers the knowledge and tools to help those nearing or already in retirement develop comprehensive plans that best fit their needs. Courses are taught at most major universities in Michigan, Missouri and online. Tuition is $29, and all proceeds are donated to a wide array of important causes and charitable organizations, including Alzheimer’s Association, Leukemia & Lymphoma Society and the Wounded Warrior Project.

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.

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Testimonials

Be prepared to commit the full day to the course. It is very informative. You need to attend it with your spouse. Both need to be committed. It made us think about how we invest and shouldn't purchase anything where we would not get our money out of it - like insurance. I am concerned for long term care and your plan for that was helpful.

J. Sims

Hang on. There's a ton of great information

Brian K.

Be ready to learn a lot.

Molly A.

The distribution phase is more complicated that I thought. The class is very thorough and fast paced.

David S.

The best course I have ever seen on investing for retirement income. Touches on a large number or critical topics such as how to invest and take income without running out of money, how to avoid unnecessary & excessive fees, planning for effective management of money for a variety of market conditions, avoiding excessive tax payments, earning a higher income than expected, and securely retiring earlier than expected. How do I sign up to take it again...once was not enough!

Chuck A.

Very informative, overwhelming thought due to too much information to process, but in a good way.

Michjoel

Time well spent.

D. Stamp

This is a lot of information and overwhelming at times, but comprehensive. This is the first time I've seen a plan that takes into account everything and puts in all together.

Patricia W.

Fantastic course! So much information presented in the 8 hours. It was well worth the time

Chris A.

this class has been the most beneficial information on retirement that we have ever heard. Thank you so much for offering this vital info. Thank you for your passion to help us protect the money we have spent a lifetime building.

Sara R.

We have learned so much! The class is fast pace and we will need to go back to our notes for reminders. We think this should be a degreed course in college and a must take class for corporate. Highly recommend it!

Monica & Alan W.

I found it very valuable - chock full of information. So much so that I would like to attend the course again, because there is too much information to absorb even the time alloted is already pretty significant

Scott W.

Best $29 I’ve ever spent. So much important information learned. I will definitely be looking for “my team” after hearing everything involved with retiring. In person (Josh) and video along with booklet made the class easy to follow along. Thank you. Very beneficial!!

Lynn H.

Great information. Better than I expected. It is a complicated process. This is not the information you get from retirement or financial advisors. Thanks! it was a great investment of time.