Upcoming Courses

Advanced Registration is Required. In today’s ever changing political environment, tax rates in the future may be drastically different than they are today. Our tuition-free class will focus on strategies to minimize the high impact of taxation over the rest of your lifetime.

This is a ( 2 Day ) Course. Day 1 - Thursday August 1, 2019 Day 2 - Thursday August 8, 2019 Advanced Registration is Required. Cost of the Course is $49.00 Your tax-deductible tuition payment includes course workbook and class materials. The workbooks 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…

This is a ( 2 Day ) Course. Day 1 - Tuesday August 6, 2019 Day 2 - Tuesday August 13, 2019 Advanced Registration is Required. Cost of the Course is $49.00 Your tax-deductible tuition payment includes course workbook and class materials. The workbooks 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…

This is a ( 2 Day ) Course. Day 1 - Tuesday August 6, 2019 Day 2 - Tuesday August 13, 2019 Advanced Registration is Required. Cost of the Course is $49.00 Your tax-deductible tuition payment includes course workbook and class materials. The workbooks 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…

This is a ( 2 Day ) Course. Day 1 - Thursday August 8, 2019 Day 2 - Thursday August 15, 2019 Advanced Registration is Required. Cost of the Course is $49.00 Your tax-deductible tuition payment includes course workbook and class materials. The workbooks 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…

Please Call to Register for this event - 704-794-4542 This is a ( 2 Day ) Course. Day 1 - Wednesday August 28, 2019 Day 2 - Wednesday September 4, 2019 Advanced Registration is Required. Cost of the Course is $49.00 Your tax-deductible tuition payment includes course workbook and class materials. The workbooks 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.…

Please Call to Register for this event - 704-794-4542 This is a ( 2 Day ) Course. Day 1 - Thursday August 29, 2019 Day 2 - Thursday September 5, 2019 Advanced Registration is Required. Cost of the Course is $49.00 Your tax-deductible tuition payment includes course workbook and class materials. The workbooks 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.…

Please call us to register for this Class 800-235-0276 This is a ( 2 Day ) Course. Day 1 - Saturday September 14, 2019 Day 2 - Saturday September 21, 2019 Advanced Registration is Required. Cost of the Course is $49.00 Your tax-deductible tuition payment includes course workbook and class materials. The workbooks 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.…

Please call us to register for this Class 800-235-0276 This is a ( 2 Day ) Course. Day 1 - Thursday September 12, 2019 Day 2 - Thursday September 19, 2019 Advanced Registration is Required. Cost of the Course is $49.00 Your tax-deductible tuition payment includes course workbook and class materials. The workbooks 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.…

Please call to register for this class 704-794-4542 Wednesday September 19, 2019 Advanced Registration is Required. This class is designed to help retirees and pre-retirees learn: - The basics of Medicare Part A & Part B - How to determine if a Medicare Supplement or Medicare Advantage plan is best in retirement - How to bridge healthcare coverage, if retiring before age 65 - How to avoid the Medicare penalty, if working beyond age 65 - How to cover Prescription,…

Please call to register for this class 704-794-4542 Monday September 24, 2019 Advanced Registration is Required. This class is designed to help retirees and pre-retirees learn: - The basics of Medicare Part A & Part B - How to determine if a Medicare Supplement or Medicare Advantage plan is best in retirement - How to bridge healthcare coverage, if retiring before age 65 - How to avoid the Medicare penalty, if working beyond age 65 - How to cover Prescription,…

Please call to register for this class 704-794-4542 Thursday September 26, 2019 Advanced Registration is Required. This class is designed to help retirees and pre-retirees learn: - The basics of Medicare Part A & Part B - How to determine if a Medicare Supplement or Medicare Advantage plan is best in retirement - How to bridge healthcare coverage, if retiring before age 65 - How to avoid the Medicare penalty, if working beyond age 65 - How to cover Prescription,…

Please call to register for this class 704-794-4542 Tuesday October 1, 2019 Advanced Registration is Required. This class is designed to help retirees and pre-retirees learn: - The basics of Medicare Part A & Part B - How to determine if a Medicare Supplement or Medicare Advantage plan is best in retirement - How to bridge healthcare coverage, if retiring before age 65 - How to avoid the Medicare penalty, if working beyond age 65 - How to cover Prescription,…

Welcome to The Prepare Institute - Charlotte, NC Chapter Instructor - Shawn Lee Phone - 704-794-4542 Please contact us with questions or more information on upcoming courses. Wishing you the best in your retirement years. Thank You, The Prepare Institute

Welcome to The Prepare Institute - Kentfield, CA Chapter Instructor - Gary Dunne Phone - 415-761-8695 Please contact us with questions or more information on upcoming courses. Wishing you the best in your retirement years. Thank You, The Prepare Institute

Welcome to The Prepare Institute - Davidson, NC Chapter Instructor - Shawn Lee Phone - 704-794-4542 Please contact us with questions or more information on upcoming courses. Wishing you the best in your retirement years. Thank You, The Prepare Institute

Welcome to The Prepare Institute - Pittsburgh, PA Chapter Instructor - Walt West Phone - 724-315-5062 Please contact us with questions or more information on upcoming courses. Wishing you the best in your retirement years. Thank You, The Prepare Institute

Welcome to The Prepare Institute - Erie, PA Chapter Instructor - Walt West Phone - 724-315-5062 Please contact us with questions or more information on upcoming courses. Wishing you the best in your retirement years. Thank You, The Prepare Institute

Welcome to The Prepare Institute - Rockville, MD Chapter Instructor - Mike Ausherman Instructor - Todd Baker Phone - 240-667-7233 Please contact us with questions or more information on upcoming courses. Wishing you the best in your retirement years. Thank You, The Prepare Institute

Welcome to The Prepare Institute - Piqua, OH Chapter Instructor - John Eikenberry Instructor - Nick Boeckman Please contact us with questions or more information on upcoming courses. Wishing you the best in your retirement years. Thank You, The Prepare Institute

Welcome to The Prepare Institute - Littleton, CO Chapter Instructor - Keith Sprincz Please contact us with questions or more information on upcoming courses. Wishing you the best in your retirement years. Thank You, The Prepare Institute

Welcome to The Prepare Institute - Doylestown, PA Chapter Instructor - Peter Wechsler Phone - 855-773-7745 Please contact us with questions or more information on upcoming courses. Wishing you the best in your retirement years. Thank You, The Prepare Institute

Welcome to The Prepare Institute - Newtown, PA Chapter Instructor - Peter Wechsler Phone - 855-773-7745 Please contact us with questions or more information on upcoming courses. Wishing you the best in your retirement years. Thank You, The Prepare Institute

Welcome to The Prepare Institute - Indianapolis, IN Instructor - Brian Hayes Phone - 800-235-0276 Please contact us with questions or more information on upcoming courses. Wishing you the best in your retirement years. Thank You, The Prepare Institute

Welcome to The Prepare Institute - Waco, TX Instructor - Chad Castle Instructor - Jessica Burch Please contact us with questions or more information on upcoming courses. Wishing you the best in your retirement years. Thank You, The Prepare Institute

Welcome to The Prepare Institute - Wausau, WI Chapter Instructor - Patrick Marcell Phone - 715-254-0266 Please contact us with questions or more information on upcoming courses. Wishing you the best in your retirement years. Thank You, The Prepare Institute

Welcome to The Prepare Institute - Tinley Park, IL Chapter Instructor - Steve Parker Please contact us with questions or more information on upcoming courses. Wishing you the best in your retirement years. Thank You, The Prepare Institute

Welcome to The Prepare Institute - Piscataway, NJ Chapter Instructor - Chris Lester Phone - 732-917-6022 Please contact us with questions or more information on upcoming courses. Wishing you the best in your retirement years. Thank You, The Prepare Institute

Welcome to The Prepare Institute - Prescott, AZ Chapter Instructor - Chris Wright Please contact us with questions or more information on upcoming courses. Wishing you the best in your retirement years. Thank You, The Prepare Institute

Welcome to The Prepare Institute - Chattanooga, TN Chapter Instructor - Morgan D. Hill Please contact us with questions or more information on upcoming courses. Wishing you the best in your retirement years. Thank You, The Prepare Institute

Welcome to The Prepare Institute - Overland Park, KS Chapter Instructor - David Cox Instructor - David Dickens Please contact us with questions or more information on upcoming courses. Wishing you the best in your retirement years. Thank You, The Prepare Institute

Welcome to The Prepare Institute - Evansville, IN Chapter Instructor - Cheryl Daugherty Instructor - Nelson Rivers Please contact us with questions or more information on upcoming courses. Wishing you the best in your retirement years. Thank You, The Prepare Institute