Retirement Education Class 

Offered Through The Prepare Institute, A Non-Profit Organization

LIMITED SEATING AVAILABLE

An Educational Class for Adults Age 50-70

What You'll Learn

Learn how today's retirement world is different from the past and how to properly prepare for and maintain a retirement plan in today's global and ever changing financial world.

• SECURE 2.0 ACT - Learn how to navigate the Secure 2.0 Legislation going into effect in 2024/2025 and how it will impact your retirement.     
• TAX PLANNING - Learn how the tax system works and about all the different types of taxes in retirement. Then learn about upcoming proposed tax legislation increases and the taxation tools and strategies available for use to reduce or eliminate these taxes and become as tax efficient as possible.
• INCOME PLANNING - Learn how to develop the proper income distribution plan and draw from that plan in the most proper way to ensure maximum lifetime income with minimal tax.
• SOCIAL SECURITY - Learn about how the Social Security system works, potential changes coming to the system, and the strategies available as to how and when to elect your benefits.
• WEALTH MANAGEMENT - Learn about why investing in retirement is different from investing during your working years. Learn how markets work, the effects of volatility on a retirement plan, and the different investment philosophies available.
• HEALTH CARE AND INSURANCE - Learn detailed information on healthcare, Medicare, life insurance, and long-term care to help protect your retirement.
• LEGAL DOCUMENTS - Learn how to properly plan your estate through the use of wills, trusts, and other legal documents.

What You'll Receive

Objective Education & Instruction

Unlike financial programs that focus on a specific topic, this comprehensive course will help you see the "big picture." It examines many aspects of personal finance and how they can work together to create a complete game plan for retirement.

Course Curriculum Brought to You By:

This course is taught through The Prepare Institute, a nonprofit educational institution. This course is educational and noncommercial. No specific financial products will be discussed or sold. Your sessions will be instructed by a qualified, approved instructor through The Prepare Institute who will enhance the presentation with stories of real-life experiences. Attendees will enjoy the interactive lecture format where participation and questions are encouraged, although not required.

Course Workbook & Class Materials

Your class registration includes a workbook and class materials. They are designed to follow along in class and written in easy-to-understand terms with examples and illustrations to help you learn more about the financial concepts being discussed.

Together, the workbook and class materials provide a step-by-step process for applying your knowledge and will become a useful reference tool after the completion of the course. These are yours to keep.

Opportunity for Personal & Customized Retirement Planning

If you have financial questions that are personal in nature, you will have a chance to arrange a complimentary lab session with your instructor after the course is completed. This visit is complimentary for class participants and is not mandatory.

Two Course Options to Choose From

(THIS IS A TWO-DAY CLASS)

COURSE OPTION #1

Monday, September 14, 2026
Monday, September 21, 2026
6:00pm - 8:00pm

COURSE OPTION #2

Wednesday, September 16, 2026
Wednesday, September 23, 2026
6:00pm - 8:00pm

Seating is limited, so please RSVP soon.

Once the class is full, wait listing will be done on first come, first served basis. 

Class tuition is $49.00, includes one workbook, and one guest can be brought at no additional charge.

COURSE INSTRUCTOR

Matt Masyga

Why is Retirement Education so Important?

With constant tax laws changes, an uncertain future for Social Security, the shift toward employee-directed retirement plans, and the probable onset of widespread changes in the U.S. government, the need for sound retirement strategies has never been greater.

Today's retirement landscape is vastly different from decades past. Retirees today demand capital preservation with growth for income now and in the future. Risks are abundant: sequencing risk, longevity risk, healthcare risk, inflation risk, and market risk being among the many.

This course is designed to deliver comprehensive and up to date information, education, and knowledge to help you properly prepare for and maintain a retirement plan in today's world. 

Who Should Attend?

There are so many different and important decisions to make when planning your retirement. Thus, proper information, knowledge, and education is key. This course focuses on your specific retirement planning questions and concerns.

This Course is Designed For:

• Individuals who are retired or will be retiring within the next 10 years.
• Individuals looking for proper, accurate retirement education and knowledge that is not taught in most schools and universities and is not available through most outlets.
• Investors looking for the most up-to-date and accurate information about taxes, healthcare, income, and estate planning as well as unbiased information on how investments and the markets really work, and not the standardized information shared by large brokerage houses, banks, and Wall Street firms.
• Current and future retirees who are concerned about the future of U.S. tax rates and trends.

Does this sound like you? 

What are previous attendees saying?

“This is the exact education and information I have been looking for my whole life. This course needs to be made available in every city.”   

Evelyn M.    

"The quality of information and education provided by this course is excellent. Plus, it is presented and explained in easy to understand terms and examples. I highly recommend this class to anyone who cares about their retirement plan."    

Julie C.