Retirement Planning University Inc.

Retirement Planning University Inc., a US nonprofit organization, focuses on providing educational resources for individuals nearing or in retirement. It offers a comprehensive program designed to equip participants with the knowledge needed to navigate retirement planning effectively.

Purpose and Mission

The organization's mission centers around empowering individuals with the financial literacy necessary to manage their retirement effectively. This is achieved through a structured educational course that covers key aspects of retirement planning.

Programs and Services

Retirement Planning University Inc. operates a two-night educational course, typically taught by experienced financial professionals. The curriculum includes critical topics such as investments, estate planning, taxes, Social Security planning, healthcare planning, and income planning. The course is structured in a live-lecture format, allowing participants to interact with instructors and other attendees.

Key Components

• Education: The course provides a foundational understanding of retirement planning, focusing on the "Six Keys to a Successful Retirement," which includes investments, estate planning, taxes, Social Security, health care, and income planning.
• Personalized Support: Participants have the opportunity to engage in a one-on-one strategy session with a financial professional after completing the course. This session allows individuals to apply the learned concepts to their personal financial circumstances.
• Non-Profit Nature: Retirement Planning University Inc. operates strictly as an educational entity, meaning it does not promote specific financial products or engage in sales pitches.

Operations and Structure

Despite being noted in some contexts as a BBB accredited business, the details about its nonprofit status and operations are limited in available public information. Its educational programs are designed to be accessible and provide value without promoting financial products, distinguishing it from traditional financial seminars.

Impact and Reception

The organization's approach to retirement education aims to fill a gap in financial knowledge among individuals nearing or in retirement. By offering comprehensive, interactive courses, Retirement Planning University Inc. seeks to empower its participants with the tools required to secure a financially stable retirement.