In short, a method for making better financial and tax-related decisions in retirement. We begin each class with an overview of the challenges that adults face today as they prepare for retirement. By the end of the class, you will understand common pitfalls, key decisions, and the resources you need to put yourself on a path towards a secure, peaceful retirement. To learn more explore our courses below.
Each of our courses is different, and every instructor adds his or her personal touch. However, most of our classes are built for adults between 50 and 70 years old. Most of them are in retirement (or close to it).
Most of our classes are held at a local high school, college, university, library, or community center. Click below to find an upcoming class near you!
1-2.5 hours of educational content. Some of our material is rather technical, so you will want to capture it. Bring a notepad and a pen to take notes, jot down your questions, and map out your next steps towards a peaceful retirement.
There is no financial cost to join the class. However, by signing up you are making a commitment to attend the class — and to participate. Our classes fill up quickly. Sometimes, interested adults are stuck on a waitlist for weeks or months at a time. Please let us know if you have a schedule change, so that we can release your seat to someone else who needs it and is available to attend this session.
Our instructors are financial educators with years of technical training and a passion for teaching American adults to make better financial decisions in retirement. Read more about our founders below.
Class length varies depending on the topic and the instructor teaching it. Most of our classes last between 1 and 2.5 hours. Read more about our courses below.
No. Nothing at our classes is up for sale. Our courses are educational in design. All information provided is for educational purposes only. It does not constitute investment, legal or tax advice, or an offer to buy or sell any security or insurance product.