Events Archive - The Prepare Institute: Preparing Americans for Retirement
Loading Events

Upcoming Courses

Events Search and Views Navigation

Event Views Navigation

List of Events

Prepare Taxes in Retirement Course – Charlotte, NC

July 25 @ 6:00 pm - 8:00 pm
Queens University – McColl School of Business, 1900 Selwyn Ave
Charlotte, NC 28274 United States
Free

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.

Find out more »

Prepare Taxes in Retirement Course – Charlotte, NC

July 30 @ 6:00 pm - 8:00 pm
Queens University – McColl School of Business, 1900 Selwyn Ave
Charlotte, NC 28274 United States
Free

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.

Find out more »

Prepare Retirement Course – Charlotte, NC

August 1 @ 6:00 pm - 9:00 pm
Queens University – Sykes Learning Center, 1900 Selwyn Ave
Charlotte, NC 28274 United States
$49

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…

Find out more »

Prepare Retirement Course – Charlotte, NC

August 6 @ 6:00 pm - 9:00 pm
Queens University – Sykes Learning Center, 1900 Selwyn Ave
Charlotte, NC 28274 United States
$49

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…

Find out more »

Prepare Retirement Course – Overland Park, KS

August 6 @ 6:30 pm - 9:30 pm
KU Edwards Campus, 12610 Quivira Road
Overland Park, KS 66213 United States
$49

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…

Find out more »

Prepare Retirement Course – Overland Park, KS

August 8 @ 6:30 pm - 9:30 pm
KU Edwards Campus, 12610 Quivira Road
Overland Park, KS 66213 United States
$49

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…

Find out more »

Prepare Retirement Course – Davidson, NC

August 28 @ 6:00 pm - 9:00 pm
Davidson College, 405 N Main Street
Davidson, NC 28035 United States
$49

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.…

Find out more »

Prepare Retirement Course – Davidson, NC

August 29 @ 6:00 pm - 9:00 pm
Davidson College, 405 N Main Street
Davidson, NC 28035 United States
$49

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.…

Find out more »

Prepare Retirement Course – Indianapolis, IN

September 14 @ 8:30 am - 11:30 am
Indiana Wesleyan University, 3777 Priority Way S Dr.
Indianapolis, IN 46240 United States
$49

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.…

Find out more »

Prepare Retirement Course – Indianapolis, IN

September 19 @ 6:00 pm - 9:00 pm
Indiana Wesleyan University, 3777 Priority Way S Dr.
Indianapolis, IN 46240 United States
$49

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.…

Find out more »

Prepare Healthcare in Retirement Course – Charlotte, NC

September 19 @ 6:00 pm - 8:00 pm
Queens University of Charlotte, 2229 Tyvola Rd
Charlotte, NC 28210 United States
Free

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,…

Find out more »

Prepare Healthcare in Retirement Course – Charlotte, NC

September 24 @ 6:00 pm - 8:00 pm
Queens University of Charlotte, 2229 Tyvola Rd
Charlotte, NC 28210 United States
Free

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,…

Find out more »

Prepare Healthcare in Retirement Course – Davidson, NC

September 26 @ 6:00 pm - 8:00 pm
Davidson College, 405 N Main Street
Davidson, NC 28035 United States
Free

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,…

Find out more »

Prepare Healthcare in Retirement Course – Davidson, NC

October 1 @ 6:00 pm - 8:00 pm
Davidson College, 405 N Main Street
Davidson, NC 28035 United States
Free

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,…

Find out more »

Contact Us – Prepare Chapter- Charlotte, NC

December 31, 2029
Queens University of Charlotte, 2229 Tyvola Rd
Charlotte, NC 28210 United States

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

Find out more »

Contact Us – Prepare Chapter- Kentfield, CA

December 31, 2029
College of Marin, 835 College Ave
Kentfield, CA 94904 United States

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

Find out more »

Contact Us – Prepare Chapter- Davidson, NC

December 31, 2029
Davidson College, 405 N Main Street
Davidson, NC 28035 United States

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

Find out more »

Contact Us – Prepare Chapter- Pittsburgh, PA

December 31, 2029
La Roche College, 9000 Babcock Blvd
Pittsburgh, PA 15237 United States

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

Find out more »

Contact Us – Prepare Chapter- Erie, PA

December 31, 2029
Blasco Library, 160 E. Front Street
Erie, PA 16507 United States

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

Find out more »

Contact Us – Prepare Chapter- Rockville, MD

December 31, 2029
The Universities at Shady Grove, 9636 Gudelsky Drive
Rockville, MD 20850 United States

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

Find out more »

Contact Us – Prepare Chapter- Piqua, OH

December 31, 2029
Edison State Community College, 1973 Edison Drive
Piqua, OH 45356 United States

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

Find out more »

Contact Us – Prepare Chapter- Littleton, CO

December 31, 2029
Arapahoe Community College, 5900 S Santa Fe Drive
Littleton, CO 80120 United States

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

Find out more »

Contact Us – Prepare Chapter- Doylestown, PA

December 31, 2029
Delaware Valley University, 700 E. Butler Ave
Doylestown, PA 18901 United States

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

Find out more »

Contact Us – Prepare Chapter- Newtown, PA

December 31, 2029
Holy Family University, 1 Campus Drive
Newtown, PA 18940 United States

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

Find out more »

Contact Us – Prepare Chapter- Indianapolis, IN

December 31, 2029
Indiana Wesleyan University, 3777 Priority Way S Dr.
Indianapolis, IN 46240 United States

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

Find out more »

Contact Us – Prepare Chapter- Waco, TX

December 31, 2029
McLennan Community College, 1400 College Drive
Waco, TX 76708 United States

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

Find out more »

Contact Us – Prepare Chapter- Wausau, WI

December 31, 2029
UW Stevens Point at Wausau, 518 S. 7th Ave
Wausau, WI 54401 United States

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

Find out more »

Contact Us – Prepare Chapter- Tinley Park, IL

December 31, 2029
Moraine Valley Community College, 17900 S. 94th Street
Tinley Park, IL 60487 United States

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

Find out more »

Contact Us – Prepare Chapter- Piscataway, NJ

December 31, 2029
Rutgers Business School, 100 Rockafeller Road
Piscataway, NJ 08854 United States

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

Find out more »

Contact Us – Prepare Chapter- Prescott, AZ

December 31, 2029
Prescott College, 220 Grove Avenue
Prescott, AZ 86301 United States

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

Find out more »

Contact Us – Prepare Chapter- Chattanooga, TN

December 31, 2029
Miller-Motte Technical College, 6397 Lee Hwy
Chattanooga, TN 37421 United States

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

Find out more »

Contact Us – Prepare Chapter- Overland Park, KS

December 31, 2029
KU Edwards Campus, 12610 Quivira Road
Overland Park, KS 66213 United States

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

Find out more »

Contact Us – Prepare Chapter- Evansville, IN

December 31, 2029
University of Evansville, 1800 Lincoln Ave
Evansville, IN 47722 United States

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

Find out more »

Contact Us – Prepare Chapter- St. Paul, MN

December 31, 2029
University of St Thomas, 2115 Summit Ave
St. Paul, MN 55101 United States

Welcome to The Prepare Institute - St. Paul, MN Chapter Instructor - Greg Gall Instructor  - Lisa Dillerud Please contact us with questions or more information on upcoming courses. Wishing you the best in your retirement years. Thank You, The Prepare Institute

Find out more »
+ Export Events