With constant tax law changes, an uncertain future for Social Security, the fundamental shift in retirement planning from employer-directed pensions to employee-directed retirement plans, and the probably onset of widespread change in the U.S. government, the need for sound retirement strategies has never been greater.

Today’s retirement landscape is vastly different from previous decades. Retirees today demand capital preservation with growth for income NOW and in the FUTURE.

Risks are abundant: sequencing risk, longevity risk, inflation risk, and market risk among the many variables out there. The PREPARE Institute’s curriculum is designed to deliver comprehensive and up-to-date information, education, and knowledge to help those nearing or just entering retirement to properly prepare for and maintain a retirement plan in today’s world.

• Individuals who have retired in the previous 10 years or will retire in the next 10 years
• Individuals looking for proper and accurate retirement education and knowledge that they were not taught in school and what is not available through most outlets.
• Investors looking for the most current and accurate information about the effects of taxes, healthcare, income, and estate planning as it relates to their investment strategy/strategies, as well as unbiased information about how investments and the markets really work as compared to the standardized information shared by large brokerage houses, banks, and Wall Street firms.
• Current and future retirees who are concerned about the future of U.S. tax rates and trends.