American Institute of Retirement Education
Education is our primary focus. Our mission is to educate people and equip them with the knowledge and understanding they need to make sound choices about their own financial future..
Investment Planning - Stocks, Bonds, Mutual Funds, Fees, Asset Allocation, Annuities
Tax Planning - In-depth answers to the most asked tax questions, Roth vs Traditional IRA's, & No Income CAPs.
Income Planning - Income planning may be the most important piece
Costly Mistakes You Can Avoid - When you can identify the "red flags" you could save yourself a lot of money.
Putting It All Together - Finally, we'll make sure you've wrapped your head around it all with a Q+A.
Our Mission
We believe that what you don’t know about retirement can cost you in the long run. That is why education is our primary focus. Our mission is to educate people and equip them with the knowledge and understanding they need to make sound choices about their own financial future.
ENVISIONYOUR RETIREMENT
Let us help you envision all your future possibilities and turn them into a reality.
EDUCATE AND INFORM
So you can make the best financial choices that benefit YOU and YOUR goals.
ENABLEMOVE FORWARD
Allow us to enable you to proceed forward and live the retirement of your dreams.
EMPOWERCONFIDENCE
Through knowledge you can become empowered to take action.
Meet Our Instructors
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Our Mission
We believe that what you don’t know about retirement can cost you in the long run. That is why education is our primary focus. Our mission is to educate people and equip them with the knowledge and understanding they need to make sound choices about their own financial future.
Social Security Planning
Tax Planning
Retirement Income Planning
Medicare Planning.
Our Courses
Envison – Educate – Enable – Empower
Social Security
One of the most important decisions you will make before you retire is when and how to claim Social Security benefits.
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Taxes in Retirment
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Estate Planning in Retirement
There are more ways than one to lose your hard earned saving and retirement. Without proper Estate planning your legacy and retirement Could be at risk.
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Medicare 101
Our Medicare 101 workshop helps you to navigate the complex Medicare insurance process.
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Learn at a local College or University
American Institute of Retirement Education host classes at Several Colleges and Universities.
Current Teaching & Courses
We will keep you up-to-date of any changes from year to year so that you know your information is current.
A Team Who Cares
Our instructors are not only retirement planners, but educators with both Television and radio shows.
Advisor Approved
Our advisors work diligently to ensure that you dont leave with questions. Our Courses are designed to be clear and educate with certainty.
A Retirement Education that you can Depend on
SEATS ARE LIMITED
RESERVE YOURS TODAY
ATTENDANCE REQUIRES PRE-REGISTRATION
Will Social Security be there for my retrement?
How can ensure that my retirement will last?
Will the tax rates go up during my retirement?
Which Medicare plan is right for me?
Social Security
Market downturn, inflation, Social Security changes and much more. You might wonder what this all means for your retirement. According to Forbes
magazine, 3 out of 4 Americans do not have a retirement strategy. Do you have a plan for retirement?
Join us for an educational workshop covering Social Security, Inflation, and Market Volatility (including how to deal with the current market environment).
Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including Social Security),
and how to position yourself for better returns with the current market volatility and inflation.
It is important to know and understand how to harvest your investments and collect retirement income in the most tax efficient manner because you can
potentially save thousands of dollars.
The concepts discussed in this course are most suitable for those with investable assets of $250k or more. Using the information you’ll learn during
this seminar, you’ll be better positioned to develop a successful retirement strategy that can potentially safeguard you from market risk – all with the goal
of saving you money.
If you would like more information on how to maximize your retirement income, including social security, in this current environment, this workshop is
for you.
Attend This Workshop And Learn:
➢ When to claim your social security benefits to receive the highest
income
➢ Financial strategies that could increase your retirement income
and last a lifetime
➢ How to deal with the current market volatility and inflation
➢ How to structure your retirement savings so you never have to
worry about running out of money
➢ Common misconceptions about retirement planning
➢ Tools and methods available to retirees to help develop a
retirement tax strategy
Taxes in Retirement
Join us for an educational workshop covering Taxes, IRAs, and Retirement Planning (including the good, the bad, and the surprising of Annuities).
Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns on your investments, with lower possible risks.
It is important to understand how to harvest your investments and collect retirement income in the most tax-efficient manner because you can potentially save thousands of dollars. At this workshop, you will learn about individual retirement accounts (IRAs), how the Secure Act has changed retirement and legacy planning, and if annuities potentially could be beneficial for you.
If you would like more information on how to optimize your retirement income while reducing taxes, this workshop is for you.
Attend This Workshop and Learn:
➢ How to reduce or eliminate retirement and estate taxes
➢ IRA and 401(k) – What is the difference?
➢ The little-known facts about IRAs
➢ How the Secure Act has changed retirement and legacy planning
➢ Roth IRA – is that for you?
➢ Common misconceptions about retirement planning
➢ Annuities – The Good, the Bad, and the Surprising
➢ Tools and methods available to retirees to help develop a retirement tax
strategy
Estate Planning in Retirement
Market downturn, wills and trusts, inflation, tax changes, and much more: you might wonder what this all means for your retirement.
Join us for an educational workshop covering Estate Planning, Inflation, and Market Volatility (including the top 3 estate planning mistakes that could save your heirs time and money)
Get professional guidance on potentially reducing the taxation of your retirement income (including your estate), and how to position yourself for better returns with the current market volatility and inflation.
Should you have Wills or Trusts? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse’s and children’s inheritance from creditors, predators, future divorces, taxation, and lawsuits. A proper comprehensive estate plan will minimize or eliminate estate taxes, save time, and leave more money to your heirs.
The concepts discussed in this course are most suitable for those with investable assets of $250k or more. Using the information you’ll learn during this seminar, you’ll be better positioned to develop a successful retirement strategy that can potentially safeguard you from market risk – all with the goal
of saving you money. If you would like more information on how to protect your assets while passing on your estate in a safe and tax-efficient manner, this workshop is for you.
Attend This Workshop and Learn:
➢ How to reduce or eliminate retirement and estate taxes
➢ Financial strategies that could increase your retirement income and last
a lifetime
➢ How to deal with the current market volatility and inflation
➢ If you need a will or a trust
➢ How to structure your retirement savings so you never have to worry
about running out of money
➢ Common misconceptions about retirement and estate planning
➢ Tools and methods available to retirees to help develop a retirement tax
strategy
Medicare 101
Welcome to Medicare Essentials: Understanding Your Choices, an in-depth exploration designed to navigate you through the complexities of Medicare. This course offers comprehensive insights into the essential aspects of Medicare, drawing upon the detailed information provided by the official “Medicare & You” guide. Whether you’re approaching eligibility, currently enrolled in Medicare, or assisting someone with their healthcare decisions, this course is structured to empower you with a clear understanding and practical knowledge of Medicare options.
Key Focus Areas
- Introduction to Medicare: Start with a primer on what Medicare is, who is eligible, and the critical enrollment timelines to ensure you maximize your benefits without facing late penalties.
- Original Medicare Explained: Delve into the details of Original Medicare, covering Part A (Hospital Insurance) and Part B (Medical Insurance). Learn about the services covered, the cost-sharing mechanisms like deductibles, coinsurance, and copayments, and how to navigate the provider networks.
- Medicare Advantage Deep Dive (Part C): Explore the alternative to Original Medicare – Medicare Advantage Plans. Understand the types of plans available, including HMOs, PPOs, and Special Needs Plans, and how they offer additional benefits beyond Original Medicare. Discuss the implications for network restrictions, costs, and the enrollment process.
- Comparing Original Medicare and Medicare Advantage: Equip yourself with the knowledge to compare and contrast these options. This section focuses on decision-making factors such as costs, coverage benefits, provider flexibility, and geographical considerations.
- Practical Scenarios and Case Studies: Through real-life scenarios and case studies, apply what you’ve learned to make informed decisions about enrolling in and utilizing Medicare coverage effectively.
Learning Outcomes
By the end of this course, participants will:
- Understand the foundational elements of Medicare, including eligibility and enrollment processes.
- Be able to distinguish between Original Medicare and Medicare Advantage, including the advantages and limitations of each.
- Gain proficiency in navigating the “Medicare & You” guide to find detailed information and resources.
- Develop the ability to make informed decisions regarding Medicare coverage that best suits individual healthcare needs and preferences.
Who Should Attend?
This course is ideal for individuals nearing Medicare eligibility, current Medicare beneficiaries looking to better understand their coverage options, and caregivers or family members assisting loved ones with their healthcare decisions.
Join us in demystifying Medicare and equip yourself with the knowledge to make confident and informed decisions about your healthcare coverage.
Testimonials
Frequently Asked Questions
Is the course live or pre-recorded?
The American Institute of Retirement Education® is a live and interactive retirement planning course for adults in or near retirement. You will be able to interact with fellow classmates, as well as the instructor.
Is the American Institute of Retirement Education an actual university?
American Institute of Retirement Planning® is non-profit organization that offers financial education courses to those in or near retirement. We partner with major universities, Colleges, Libraries and municipalities across the country to educate as many people as possible on the topic of retirement planning.
Will there be any high pressure sales pitches?
The American Institute of Retirement Education® is strictly educational. Specific topics such as 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc. will be covered, but sales pitches of specific financial products will not be given.
Will the course be recorded for viewing later?
The course is meant to experienced live so that you can interact with the instructor and fellow classmates. Classes are NOT recorded for replay viewing.
Do you offer virtual classes?
At this time we are only offering in person classes at the locations listed previously on this page.
How many nights is the course course?
For now, the course is completed in one evening, however there are future plans to develope a longer, more detailed course that will span over two evenings or a longer event on Saterday depending on the campus you attend.
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Why chance your retirement? Sign up for one of our local classes today!