A Non-Profit Program Providing
Advanced Retirement Education
Here's what others are saying about our advanced, eight-hour courses:
RETIREMENT EDUCATION THAT HELPS YOU
Master your Finances
At the Retirement Education Foundation, our GOAL is to correct the misconceptions you've been taught about retirement. Our PRIORITY is to help you reduce fears, so you're ready to spend more than you ever thought possible. And our PROMISE is we'll show you how your relationship with money will change. It's time to stop serving money, so you can let money serve you.
WHAT YOU'LL LEARN
NO SALES. NO SOLICITATION.
JUST PURE EDUCATION.
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 who are worried about retirement (but really shouldn't be)
Investors looking for a personalized approach to retirement not found anywhere else
Those who have a timely decision to make between taking a LUMP SUM vs. PENSION option
Those who want to be able to build their own customized retirement plans
Section 1: Income Planning
How and when to begin Social Security benefits
How to manage Sequence of Returns risk
Understanding the role of employer-sponsored plans
Planning for inflation
Determining how long your money will last
Section 2: 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
Deconstructing Mutual Fund costs and performance
ETFs: Should you own them?
Annuities: The Good, The Bad and The Ugly
Traditional and Roth IRAs and taxes
Types of life insurance to avoid
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
Becoming clear on your lifestyle costs
How to manage your 401(k) money
Three strategies to generate retirement income from your nest egg
SECURE Act - new changes that will impact your retirement accounts
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 3: Healthcare Planning
Overview of health insurance in retirement
Medicare essentials and cost
Insurance coverage comparisons
Options for paving long-term care costs
Life insurance statistics
Pitfalls of long-term care insurance
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.
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.
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 in Missouri, 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
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.
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.
Tom S.
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.
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.
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.