Retirement Resources

Why Get Educated?

Today’s retirement is unlike that of any generation in history. With longer lifespans, better healthcare, and rapid innovations in technology, for today’s retirees, almost nothing is impossible. Are you confident that you’ll be able to retire well? If not, educating yourself on how to best manage your life – and your money – in retirement is key to your success.


Estimated time:  15 minutes per guide

These self-paced digital guides are rich in detail and provide specific examples to help you understand the material. Read them online or download and read them at your convenience.

Popular guides include:


Online Tutorials

Estimated time:  30 minutes per tutorial

Our online tutorials mimic classroom style learning as our instructor guide you through short online video lessons. Start, stop, rewind, and learn at your own pace.

Popular tutorials include:

  • Retirement Planning
  • Simplifying Social Security
  • Retiree Beware!




Estimated time:  75 minutes per workshop

Our highly rated workshops give you an opportunity to learn first hand from a credentialed financial advisor. Listen to real examples from people who have retired and participate in live Q&A to address any questions you may have.

Popular workshops:

  • Retirement Planning
  • Social Security
  • Retiree Beware 



Get a Personalized Retirement Assessment

Estimated time:  60 minutes

Think you’re ready for retirement? Let’s find out! Discuss your unique situation and partner with a credentialed financial advisor to create a retirement plan that will help you achieve your goals.

  • 60 minutes dedicated to listening, educating, and planning
  • Unbiased, professional advice from a fiduciary advisor
  • Covers critical retirement topics such as income planning, health care, taxes, and social security



Credit freeze links

One of the best ways you can help protect your personal information and identity is to place a "freeze" on your credit with each of the three major credit bureaus. Doing this essentially “locks down” your credit file so a potential hacker cannot open up any new accounts with your information.

For links to the credit bureaus' websites, and to learn how much freezing your credit will cost you, click here.