About Us

About The Prepare Institute

The financial world, especially as to how it relates to retirement, has changed dramatically over the last two decades, and will continue to change.  Thus, proper knowledge, education and updated information has never been more important.  Unfortunately, obtaining this is not easy.

True, accurate and up-to-date retirement education is severely lacking in America. Retirement planning is not taught in high schools or colleges.  The internet is loaded with information, but much of it is outdated and/or inaccurate, and of course not related to your specific situation. And free dinner workshops and seminars are popular for pre-retirees and retirees, but these are mainly hosted by commission based salesmen pushing certain products or services.  So, you have to be careful of where you go for unbiased, accurate and dependable information.

This is why The Prepare Institute was born.  It was founded by five true education based retirement professionals that follow the Fiduciary Standard, The Prepare Institute was created to provide the new age, relevant and accurate retirement education that is needed to build the proper retirement plan and to maintain that plan throughout a retirement lifetime. 

The Prepare Institute is a national 501(c)3 non-profit educational institution that provides tuition based college style retirement education courses and classes for adults between the ages of 50-70. By attending a Prepare Institute course, you’ll learn unbiased information on all areas of retirement and estate planning, including taxes, health care, insurance, legal documents, asset protection, wealth management and income planning.  You will also learn the value of working with a fiduciary advisor. This education is taught in a classroom setting for proper learning to give people the information and education needed to help them have a successful retirement plan.  The courses and classes are for general, non-commercial education only. Prepare is funded in multiple ways including student tuition, financial industry advocates, and donations.

John F. Kennedy once said, “Change is the law of life. And those who look only to the past or present are certain to miss the future.” This is certainly true of preparing for retirement. If we continue to expect that the ways of the past will see us through to our futures, we will be left behind. Many of the methods, strategies and principles that helped prepare us for retirement in the past are quickly disappearing and/or just simply ineffective in today’s financial world.  So, what do you need to do?  Well, many things but the first step is to attend a Prepare Institute retirement course or class to get the proper education that you need.  Click on the ‘Find a Course’ tab to locate a Prepare Institute retirement course in or near your area.