Upcoming Courses

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, Dental & Vision costs in retirement - Traditional and Alternative methods to…

This is a ( 2 Day ) Course. Day 1 - Thursday March 28, 2019 Day 2 - Thursday April 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. Together the workbook and class materials provide a step-by-step…

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, Dental & Vision costs in retirement - Traditional and Alternative methods to…

This is a ( 2 Day ) Course. Day 1 - Tuesday April 2, 2019 Day 2 - Tuesday April 9, 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 - Wednesday April 3 2019 Day 2 - Wednesday April 10, 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 April 4 2019 Day 2 - Thursday April 11, 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 April 11, 2019 Day 2 - Thursday April 18, 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…

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.

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 - Tuesday April 23, 2019 Day 2 - Tuesday April 30, 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 April 25, 2019 Day 2 - Thursday May 2, 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 April 25, 2019 Day 2 - Thursday May 2, 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  April 30, 2019 Day 2 - Tuesday May 7, 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…

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