The Retirement Education Foundation is a non-profit foundation designed to provide those within 10 years of retirement or in retirement the tools to have the financial literacy they need to be able to enjoy the retirement they have earned.

Through our courses held at University of Michigan, Eastern Michigan University, Michigan State University (Novi & Troy campuses), and Oakland University we will spend over 8-hours teaching you about income planning, advanced tax planning, social security planning, estate planning, legacy planning, health and long-term care planning, asset allocation through our 4-bucket asset allocation approach, how investments are NOT the #1 factor for outliving your money or not, the keys to becoming a more disciplined investor in the stock market, how to find and evaluate a financial advisor, and so much more…