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

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.

Popular Retirement Educational Videos

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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.

COMING

ANNIMATED STORY VIDEO

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

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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.

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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.

Events Coming Soon

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

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LIVE CLASS OPPORTUNITY

FEB - MAR 2021

RETIREMENT EDUCATION

Providing a safe environment for learning at Indiana Wesleyan University in February and March of 2021.

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ONLINE EVENT

JANUARY 20, 2021

ROTH CONVERSIONS 

This online course will help you understand the pros and cons of doing a Roth Conversion.

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ONLINE EVENT

FEBRUARY 3, 2021

TAXATION IN RETIREMENT

This course covers the new tax system, explains how taxes work in retirement, and helps to reduce and/or eliminate taxes in retirement.

We provide true retirement-education and help you learn through options that fit your schedule! 

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
HOURS

Mon - Fri: 9:00 AM - 5:00 PM EST

© 2020 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.