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 2021
Gain competence and knowledge about how to create a retirement plan and maintain that plan.
Understand how all areas of retirement planning shape your decisions.
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.
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.
TRADITIONAL VERSES TACTICAL PLANNING
IS A ROTH CONVERSION RIGHT FOR YOU?
BENEFICIARY DESIGNATION AND ANCILLARY DOCUMENTS
SEEING THE BIG PICTURE OF INCOME PLANNING
HOW MUCH OF YOUR MONEY DO YOU OWN?
EMPLOYEE SPONSORED PLANS
HOW RETIREMENT PLANNING HAS CHANGED
KEYS TO A TAX EFFICIENT RETIREMENT
ARE INDEXED INTEREST ACCOUNTS RIGHT FOR YOU?
LIFE INSURANCE AND TAX EFFICIENCY
LEGACY AND ESTATE PLANNING
SOCIAL SECURITY CLAIMING STRATEGIES
More Retirement Education Videos
EDUCATIONAL RETIREMENT TOPICS OFFERED
FOUNDED AS A NON-PROFIT EDUCATIONAL INSTITUTION
CERTIFIED INSTRUCTORS NATIONWIDE
We've helped thousands of people like you proactively Prepare for a healthy and successful retirement.
Events Coming Soon
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!
LIVE CLASS OPPORTUNITY
FEB - MAR 2021
Providing a safe environment for learning at Indiana Wesleyan University in February and March of 2021.
MAY 26, 2021
This online course will help you understand the pros and cons of doing a Roth Conversion.
We provide true retirement-education and help you learn through options that fit your schedule!