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Get Smart About Retirement

Knowledge is your most powerful retirement resource and the basis of all successful planning for retirement.

With more than 78 million baby boomers retiring over the next 18 years, there’s a tremendous amount of information in circulation regarding retirement planning. A plethora of financial services companies vie to get their share of boomers’ retirement assets, suggesting that their specific mutual fund, annuity, insurance or other financial product is the only solution to retirement planning. With all this information—and lots of misinformation—it’s difficult for the average person to discern what is fact and what is fiction. Negative claims and comments in advertisements about particular products or retirement strategies, such as, “annuities are bad, the stock market is too volatile,” often make it difficult for those planning their retirement to understand what is necessary to make well-informed and educated decisions about their personal retirement planning needs. We aim to change this by taking an education first approach to retirement and bringing you the resources you need to know more and have more.

Start Learning Today…

To bridge your knowledge gaps we give you access to your choice of classes, e-classes, workshops, and webinars. You’ll also find helpful resources and information in our learning library, on our social media pages and in our blog. We know retirement. Find out what you don’t know from us and get retirement smart.

Our Classes, Workshops, Webinars & e-Classes Will Teach You the Strategies You Need for a More Successful Retirement

1 in 5 people can’t pass a basic test of financial literacy. 74% of people tested failed a recent retirement income literacy test administered by the American College. It’s more important than ever to “get smart” about your finances and retirement. Take a course with us today.

Dig Into Our Retirement Resources & Improve Your Retirement IQ

From income planning to Social Security. From long term care to Medicare, and everything in between, we offer a myriad of resources to help you learn more about retirement on your own schedule. Dig into the resources today.

Stay Up to Date on Retirement Health, Wealth & Happiness in Our Blog

Our blog offers a myriad of health, wealth and happiness topics to keep you on the cutting edge of retirement news and research-backed retirement strategies. Check out the latest posts.

Think You Know Retirement? Or Just Want to Uncover Your Blind Spots? Or Put Your Advisor to the Test?

Take a try at answering these 30 questions (and if you work with an advisor and not sure if he/she knows enough about “retirement” to help you, put him/her to the test too).

Get an Idea if You Have Enough of the Right Stuff with our Basic Retirement Calculators

Our basic retirement calculators give you a “direction” to head for in your retirement, but you’ll need a detailed map on how to reach your retirement destination. A Retirement Income Projection Analysis, coupled with a comprehensive plan, is the best combination of data-driven retirement planning a person can have as they start their retirement journey.

Know More & Have More…now and in retirement.