Our Foundation

Who we are :

The Retirement Education Foundation is a non-profit charitable program. Our mission is to promote financial literacy within our community. For close to 10 years our primary focus has been 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. Our experienced and knowledgeable instructors teach them how to preserve their wealth, create a legacy for their heirs and avoid costly mistakes.

Retirement Education Foundation, a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) nonprofit organization EIN #20-4286082. All proceeds from the course are donated to numerous important causes. Here are just a few of the recipients throughout the years:

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The Future of Retirement Education Foundation:

A startling number of adults lack basic financial knowledge, that is because it is not a part of the standard curriculum in our school systems. We believe financial literacy should be taught at a young age, that is why we will be launching our high school youth program. The goal is to educate students on the necessary skill set in order for them to be prepared in making informed and effective financial decisions in the future.

We’re excited for this program to start and we look forward to developing many more like it in hopes of improving our community.

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Listen to the Retirement Education Hour with Kirk Cassidy and Dr. Paul Metler on

WWJ 950 every Sunday night at 8pm

WJR 760 every Saturday morning at 6am

Your Instructors:

Kirk Cassidy

Your instructor Kirk Cassidy is a nationally recognized speaker and educator. Kirk has also written a quarterly article for Kiplinger, is featured on Fox 2 Detroit, and is the lead instructor for the Retirement Education Foundation. He has helped thousands of people all over the country retire with a comprehensive retirement plan that best fits their needs. He will teach how proper tax planning can help increase asset performance and reduce the chances of retirees outliving their money without taking on greater risk. He has developed an asset allocation model that provides clients with a roadmap to help preserve and distribute financial assets, while also helping to increase their wealth throughout retirement. You will learn from him how this model, which integrates guaranteed* income planning, wealth management, tax-minimization strategies, long-term-care planning and legacy planning can set you up to enjoy the type of retirement you’ve always dreamed of. Kirk has extensive experience in charitable planning and helping retirees utilize charitable strategies that allow them to fulfill their philanthropic goals while more effectively managing tax liabilities in retirement bringing strategies to the middle class that have historically been reserved for the extremely wealthy. Kirk holds a Series 65 securities license, which makes him a fiduciary, as well as a life insurance license in Michigan and many other states.

Kirk Cassidy

Kirk Cassidy

Paul Metler

Your instructor Dr. Paul Metler, Psy.D., MBA, has 20 years of experience in clinical, academic, administrative and executive leadership positions in public and private health care systems. Paul has developed and managed several businesses in both the private and public sector, serves as adjunct faculty at Western Michigan University and has been a guest speaker and presenter on several topics related to aging within hospital, clinical, governmental and business settings. Paul draws on his substantial experience working with retirees and their families, helping them cope with the financial challenges that come with aging and the retirement process. He is well-versed in the issues that arise in the aging process, including decisions regarding health care decisions and end-of-life care. He understands and appreciates the financial, physical, psychological and developmental challenges that often occur during the stage of life when an individual transitions from the working years to retirement and will help prepare you for all these major life events on the horizon. Paul holds a life insurance license in Michigan, a Series 65 securities license, and CDFA® (Certified Divorce Financial Advisor).

Paul Metler

Paul Metler

Josh Jackson

Your instructor Josh Jackson has spent his entire career in the financial services industry transitioning from a national consulting firm for independent financial advisors where he lead the planning team, to an independent advisor working with those prepping for retirement and those already retired. Over the years Josh has been able to work with advisors and clients to help them plan for the different challenges presented leading up to and in retirement. He will pull from this extensive background to help educate you on all the obstacles that lay ahead and how to best prepare yourself from falling into these traps that many other pre-retirees/retirees let devastate their retirements. Josh holds a Series 65 securities license, MI Life & Health Insurance license, and has earned the RICP® (Retirement Income Certified Professional) designation.

Josh Jackson

Michael Masserant

Info coming soon!

Michael Masserant

Marc Wander

Your instructor Marc Wander is an estate planning attorney. Marc has 28 years of experience practicing estate planning, elder law, and business succession planning. He is a member of WealthCounsel (a nationwide association of Estate Planning Attorneys) and a former President of the Society of Financial Service Professionals-Detroit Chapter. He is a frequent continuing education speaker to insurance agents, financial advisors, CPA’s and financial industry organizations. Marc uses his knowledge and experience to help educate families on how to plan for life, deal with death, resolve potential conflicts, and create a lasting legacy for beneficiaries.

Marc Wander

Marc Wander