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True Retirement Literacy and Education

  • Free educational videos on topics that matter to you.

  • Participate in webinars specific to your retirement needs.

  • Attend live events at a college or university near you.

SEE BELOW FOR UPCOMING EVENTS IN 2024

LITERACY

Gain competence and knowledge about how to create a retirement plan and maintain that plan.

EDUCATION

Understand how all areas of retirement planning shape your decisions.

QUALIFIED INSTRUCTION

Comprehensive and up-to-date information by unbiased qualified instructors.

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The Prepare Institute is 501(c)3 national nonprofit educational institution that provides college-style retirement education courses and classes for adults.

Retirement Education Course 

Indiana Wesleyan University

(Coming to Indianapolis in February)

Take a look inside the classroom.

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PAYING LESS TAXES IN RETIREMENT

Our most popular video on how to the tax code works in retirement and how to become as tax-efficient as possible.

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YOUR HEALTHCARE WALL

This video helps to mitigate the cost of healthcare in retirement and reduce your risk of longterm care for you and your spouse.

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KEY RETIREMENT PLANNING STRATEGIES

Our most popular video on how key influences and strategies can impact your retirement that you have not considered.

Medical Consultation

5 RETIREMENT TAXATION REALITIES

Will you pay more or less in taxes during retirement? Learn these vital taxation realities and be prepared. 

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EDUCATIONAL RETIREMENT TOPICS OFFERED

2017

FOUNDED AS A NON-PROFIT EDUCATIONAL INSTITUTION 

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CERTIFIED INSTRUCTORS NATIONWIDE

We've helped thousands of people like you proactively Prepare for a healthy and successful retirement.

PUBLIC

EDUCATION

Learn through helpful educational videos, online webinars, and live classes at a college or university near you.

CHURCH

EDUCATION

Provide true retirement education and literacy to your pre-retired and retired church membership.

BUSINESS

EDUCATION

We help your business with ERISA 404(c) requirements with in-house education by fiduciary instructors.

Retirement Education Course 

Indiana Wesleyan University

(Coming to Indianapolis in February)

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