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.
​ 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
Two Course Options to Choose From
(THIS IS A TWO-DAY CLASS)
COURSE OPTION #1
Tuesday, August 20, 2024
Tuesday, August 27, 2024
6:00pm – 9:00pm
COURSE OPTION #2
Tuesday, August 22, 2024
Tuesday, August 29, 2024
6:00pm – 9:00pm
LEARN MORE
REGISTER NOW
Popular Retirement Educational Videos
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.
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.
KEY RETIREMENT PLANNING STRATEGIES
Our most popular video on how key influences and strategies can impact your retirement that you have not considered.
5 RETIREMENT TAXATION REALITIES
Will you pay more or less in taxes during retirement? Learn these vital taxation realities and be prepared.
More Retirement Education Videos
TRADITIONAL VERSES TACTICAL PLANNING
HOW RETIREMENT PLANNING HAS CHANGED
IS A ROTH CONVERSION RIGHT FOR YOU?
KEYS TO A TAX EFFICIENT RETIREMENT
BENEFICIARY DESIGNATION AND ANCILLARY DOCUMENTS
ARE INDEXED INTEREST ACCOUNTS RIGHT FOR YOU?
SEEING THE BIG PICTURE OF INCOME PLANNING
LIFE INSURANCE AND TAX EFFICIENCY
HOW MUCH OF YOUR MONEY DO YOU OWN?
LEGACY AND ESTATE PLANNING
EMPLOYEE SPONSORED PLANS
SOCIAL SECURITY CLAIMING STRATEGIES
38
EDUCATIONAL RETIREMENT TOPICS OFFERED
2017
FOUNDED AS A NON-PROFIT EDUCATIONAL INSTITUTION
32
CERTIFIED INSTRUCTORS NATIONWIDE
We’ve helped thousands of people like you proactively Prepare for a healthy and successful retirement.
We provide true retirement-education and help you learn through options that fit your schedule!
Keep me posted on all new videos, webinars, future and events!
Why Choose Prepare?
As a 501(c)3 nonprofit educational institution that provides educational retirement-planning courses and classes nationwide. Our instructors are licensed and trained financial professionals with a minimum of 10 years of real-world experience in their field. The Prepare Institute courses do not promote or endorse any specific products or companies, and no selling is allowed.
Plus, you can learn through free instructional videos, online learning, and live classes when offered. Learn the way you like to learn!
VIDEO
ONLINE
CLASSES
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.
  • CALL US
Tel: 800-235-0276
  • EMAIL US
[email protected]
  • HOURS
Mon – Fri: 9:00 AM – 5:00 PM EST

© 2024 by The Prepare Institute

The Prepare Institute is recognized by the IRS as a 501(c)3 nonprofit educational institution that provides educational retirement-planning courses and classes nationwide. Our instructors are licensed and trained financial professionals with a minimum of 10 years of real-world experience in their field. The Prepare Institute courses do not promote or endorse any specific products or companies, and no selling is allowed. The Prepare Institute educational  courses are for general, noncommercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial and/or tax professional familiar with the course material prior to implementing any of the principles and strategies taught or discussed in the course.