UPCOMING 2021 PREPARE INSTITUTE EVENTS

May 26, 2021 - 7:00 p.m.

Prepare Institute Roth Conversion Class

  • ROTH IRA Advantages 

  • Evaluating a ROTH IRA Conversion

  • ROTH Conversions and Reverse Mortgages 

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June 16, 2021 - 7:00 p.m.

Prepare Institute Retirement Tax Class

There are two systems of taxation in our country; one for the informed who pay fewer taxes, and one for the uninformed who pay more taxes. Which one of these systems do you use?

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© 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.