Retirement Education College – REC is a non-profit that provides education for those in or near retirement, in conjunction with Universities throughout Florida.

Retirement Education College is a proud partner with Universities across Florida.

Upcoming Classes

September 18th, 2024 at St Pete College

September 23th, 2024 at USF

More Classes Coming Soon

Our Workshop Locations

VIRTUAL

TAMPA

ORLANDO

OVIEDO

LAKE MARY

BELLEAIR BEACH

SPRING HILL

DUNEDIN

LARGO

OLDSMAR

CLERMONT

JACKSONVILLE

BOCA RATON

NAPLES

GAINSVILLE

SARASOTA

PENSACOLA

What can you expect from a RETIREMENT EDUCATION COLLEGE Course?

This course aims to explore the broader perspective of retirement planning.

Retirement Education College is dedicated to providing educational content. While it will delve into specific subjects like 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, and more, it will not focus on discussing specific financial products. An experienced financial expert will lead your class, enriching the learning process with real-world examples. The lecture format is designed to be interactive, promoting engagement and inviting attendees to ask questions, although participation is not mandatory.

Retirement Education College Instructors Instructors

Our instructors have decades of combined experience and have not simply studied finance or education. Our instructors are certified financial advisors, attorneys, or experts in their field who work with retirees every day designing financial, estate, or healthcare plans to help them achieve the retirement of their dreams.

Here's a Quick Breakdown Of The Retirement Education College Curriculum

Part One - Investment, Income, Tax Planning, and Estate Planning (accompanied with workbook)

Part Two - One on One Strategy Session (done privately and 100% free)

Part
ONE

During your 2-day workshop, your instructor will arm you with all the necessary tools to evaluate and continue to enhance your retirement plan. Whether you have an established plan or looking to get started, this workshop will provide valuable insights into each of the followings areas:

Investment Planning

Managing the markets, disclosed and undisclosed fees in your retirement plans including 401(k) and IRA, and how begin to determine your risk tolerance

Income Planning

Learn how to align your assets to help create income to support your personal and financial goals through retirement.

Tax Planning

Learn how the tax system works and the different types of taxes in retirement.

Estate Planning

We'll cover the five estate planning options & the six things every estate plan should have.

Part
TWO

Everyone who enrolls in the workshop will have the opportunity to meet one on one with the instructor, who is a certified financial planner, at a time convenient for you. This Lab Session is your time to discuss any retirement planning subject you’d like or expand upon the areas that were covered in the workshop to see how they apply to your specific retirement plan. Our hope is that everyone that participates in a Lab Session leaves feeling more confident in their retirement plan.

Analysis of current retirement planning strategies

Steps to build confidence in
retirement

Assistance building a budget and understanding income flow in retirement

FREQUENTLY ASKED QUESTIONS

Is REC a college or university?

Retirement Education College is non-profit 501c3 organization. Our mission is to educate as many people as possible on financial literacy as it pertains specifically to retirement planning. Our organization has partnered with many major universities to make these classes accessible to those living in or nearing retirement.

How do REC's classes work?

Our classes are presented at Universities across Florida. You will receive ticket information via email as well as text to join the course several days prior to your first session.

Do I have to come to both days?

Yes, our course is designed to be taught over the course of two classes. You will receive detailed resources at each class to better prepare you for specific elements of retirement.

Will there be any high-pressure sales pitches?

Retirement Education College is strictly educational. We are a 501c3 non-profit so our mission is to educate. All of our instructors are bound by the restrictions of our 501c3 and while we do cover specific topics such as healthcare planning, 401(k)s, IRAs, taxes, and legacy and estate planning we will never offer or speak on specific financial products.

For any questions, call 800-257-3307 or email [email protected]

A one-on-one meeting is optional, but it does allow you to ask personal questions to the instructor as it relates to your financial situation. Many attendees have found that these office hours have helped them apply the course material to their situation and have found it to be one of the best parts of the course.

If you are a Financial Advisor, we ask as a professional courtesy that you do not register for this course. If you are a Financial Advisor and would like to attend as a training course, there is a $2500.00 registration fee for your attendance.

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This is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

No statement made during these workshops shall constitute tax or legal advice. Retirement Education College is not affiliated with or endorsed by the U.S. Government or any governmental agency.