phone  Call for more information 248-413-0011

Courses offered by: Retirement Education Foundation

Would you like to learn the truth about planning for retirement?

Attend one of our upcoming Retirement Education courses at one of our local universities to learn how to design a custom roadmap for your retirement. The $29 tuition fee covers you and a guest.

What's Covered:

In our courses, we’ll personally spend over 6 hours with you drilling deeper to learn real retirement strategies, not cookie-cutter, one-size-fits-all planning.

Upcoming Classes

Retirement Education Foundation

These classes are appropriate for ages 50-75 with a minimum of $250K of investable assets.

At our Retirement Elevated events, our goal is to address your biggest retirement concerns and give you the tools and confidence to tackle them. We believe that there are two keys components to making a good decision: having the knowledge to know the right course of action and having the courage to do the right thing. Through our courses taught at University of Michigan, Eastern Michigan University, Michigan State University (Novi campus), and Oakland University, we believe we provide part of the equation by educating those 50 years or older on the essential aspects of retirement.

The information needed to make good decisions in retirement is different from the information needed when accumulating your wealth while working. When working, there is time to correct poor decisions. In retirement, a poor decision could mean having to go back to work or substantially alter one’s quality of life. As a result, learning how to preserve and distribute your wealth helps keep your retirement goals on schedule.

In our course, we spend over 6 hours teaching income planning, estate planning, and increasing alpha through proper tax planning. We share our four-bucket asset allocation approach, where by having contractually guaranteed* income that you can never outlive, you are able to be a more disciplined investor in the market. With sufficient income that you can never outlive, learning effective strategies to invest in the market to achieve long-term growth is an essential part of the course. We discuss a variety of strategies to help ensure the legacy that you desire, and discuss what to look out for so that you don’t mistakenly disinherit your heirs. Finally, we talk about heath care issues and how to plan for long-term care coverage without purchasing long term care insurance. Having a financial strategy is essential for reaching your retirement goals. Having knowledge is essential to making good decisions

Courses offered by:    

Proceeds from courses go to charity

Tuesdays, September 10 & 17

Tuesdays, September 24 and October 1

Saturday, October 12


Eastern Michigan University – Ypsilanti

October 12: 10 AM – 5:30 PM 

Saturday, October 26



Oakland University – Rochester

October 26: 10 am - 5:30 pm

Tuesdays, October 29 and November 5

Saturday, November 9


University of Michigan – Rackham Graduate School

November 9: 10 AM – 5:30 PM

Saturday, November 23


Michigan State University – Novi Campus

November 23: 10 AM – 5:30 PM

Listen to Retirement Education Hour with Kirk Cassidy and Dr. Paul Metler


Call for more information 248-413-0011

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You have chosen to support a program sponsored by United Charitable, a registered 501(c)(3) public charity EIN 20-4286082, with your donation. Your billing statement will show a charge from United Charitable, NOT the name of the individual Program name.To learn more United Charitable, please visit

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