Retirement Education That Inspires Life

Individual or couple aged 50-70? Join one of our no-cost workshops on how to plan for a comfortable retirement.
Register Now
25+
years' experience
9/10
satisfaction rating
100%
independent advice

Undeniable Quality in Every Course

Trusted by hundreds

Join a growing community of learners who trust our courses for their retirement education. With hundreds of satisfied attendees, our programs have a track record of delivering valuable insights.

No cost to attend

Our courses are offered 100% free of charge, ensuring that everyone has access to quality retirement education. We believe in empowering individuals with knowledge, without the barrier of cost.

Made by professionals

Crafted by experienced professionals in the field of retirement planning, our curriculum is designed to provide practical, real-world knowledge. Our team brings years of real-world expertise.

Unbiased setting

Experience learning in an unbiased environment where open discussion and questions are encouraged. Our classes aim to be neutral and informative without any hidden agendas.

Jargon-free curriculum

We like to simplify complex financial and retirement concepts into clear, understandable language. Our jargon-free approach makes learning accessible to all, regardless of prior knowledge.

Up-to-date content

Stay informed with the most current information in retirement planning. We update our courses to reflect the latest trends, laws, and best practices in the industry so the material stays relevant.
Register Now

Why Plan and Coordinate Your Retirement?

Peace of mind

Gain a sense of security and peace of mind knowing you're making informed decisions about your retirement. Our courses equip you with the knowledge and tools needed to navigate the complexities of retirement planning with confidence.

Empowerment

Feel empowered and in control of your future. By understanding the essentials of retirement planning, you'll be able to make choices that align with your personal goals and lifestyle aspirations, leading to a more fulfilling retirement.

Community connection

Experience a sense of community and belonging as you learn alongside others who share similar retirement aspirations and concerns. Our classes offer a supportive and engaging environment where you can form meaningful connections and share experiences.

"Your one opportunity at retirement deserves the best plan.
Let's make it count together"

Register Now

How the Process Works

Register Now

Register for an event.

Courses are held throughout the year. Select a date that suits you best.

Receive confirmation.

You will receive a confirmation email with all details before your event.

Attend in person.

Enjoy an academic course held by one of our certified instructors.

Meet the Instructors

Retire Wise Academy brings together seasoned retirement instructors who simplify complex financial topics. With years of experience, they’re here to help you plan confidently for the future.

Brion T. Walters

CFP®, ChFC®, CLU®

CERTIFIED FINANCIAL PLANNERTM

Meet Brion Walters, the founder of Retire Wise Academy and your guide to understanding retirement planning without the stress. With over 25 years of financial expertise, Brion’s passion lies in making complex planning simple. As a family man, he’s driven by his mission to help others secure a confident, fulfilling future.

View Profile

Casey Croysdale

CFP®, IAR, IA
CERTIFIED FINANCIAL PLANNER™

Say hello to Casey Croysdale, a CERTIFIED FINANCIAL PLANNER™ with 20 years of experience helping people achieve their retirement goals. Casey combines his knowledge and passion for guiding individuals and couples, ensuring their path to retirement is built on clear, actionable advice.

View Profile

Justin McGuffey

IAR, IA

Justin McGuffey brings 18 years of experience and a deep understanding of financial life stages to Retire Wise Academy. He’s committed to educating others and providing tailored retirement guidance that helps them navigate life’s biggest financial decisions.

View Profile

Frequently Asked Questions

What topics will be covered in the retirement education event?

The event will cover a range of topics crucial for retirement planning, including managing retirement plans in the current economic climate, understanding retirement and its financial implications, avoiding the risk of outliving your savings, insights into annuities, essential questions for retirees, sources of retirement income, investment risks and asset allocation, handling qualified plans like IRAs and 401ks, estate planning, and how to get professional help.

Who is this event best suited for?

This event is ideal for individuals and couples aged 50 to 70, particularly those concerned about financial markets, seeking alternative investment perspectives, or baby boomers approaching or already in retirement.

Why is this event particularly relevant now?

Recent changes in tax laws, market instability, and new academic research make it a critical time to understand and update retirement strategies. This knowledge can lead to a more controlled and fulfilling retirement.

Is there a cost to attend the event?

Our events are offered at no cost, providing accessible education to those nearing retirement.

What should I bring to the event?

It's helpful to bring a notebook and a pen for taking notes. If you have specific financial documents or plans you want to discuss, feel free to bring those as well.

How long is the event, and what is the format?

The event typically lasts 3 hours, including a presentation followed by a Q&A session. Attendees will have the opportunity to ask specific questions and engage with retirement planning experts.

Can I bring a guest or spouse?

Yes, we encourage you to bring a guest or spouse, especially if they are involved in your retirement planning.

Will there be personalized advice available?

While the event provides general guidance and information, attendees can request individual consultations for personalized advice.

How can I register for the event?

You can register by clicking here. We recommend early registration as spots are limited.

What if I have specific questions about my retirement plan?

Our events are designed to address a wide range of topics. We also provide opportunities for attendees to ask specific questions during the Q&A session or arrange for a personal consultation.

Register Now

Our Mission

“Our courses are rooted in the belief that the financial industry is broken in the way it helps people and couples get ready for and coordinate retirement.

We hope we can put the retiree in control again through independent, academic-based, educational courses that are easy to understand and free to attend.”

Brion T. Walters CFP®, ChFC®, CLU®
Founder & Lead Retirement Instructor

Life-changing Results

Christi H.

“Good overview of the topics and introduction to all areas that need to be addressed for retirement”

James & Sylvia

“Great information. Highlights the need for good planning with experts”

Edie & Steve Z.

“Brion was easy to understand and translated confusing topics to help us understand”

Justin M.

“Learned a lot of unknowns”

‍

*Please note: testimonials were solicited but nobody was paid to provide them.

Insights

Let’s Get Started

Don’t leave a comfortable retirement to chance, book one of our free classes today.
Register Now
Trusted by 750+ students

We are an educational firm. The content of this material is derived from sources that are considered accurate. This material is not intended as tax or legal advice. For specific information relating to your situation, please consult your legal or tax professional. Neither the opinions expressed nor the material provided should be considered a solicitation for the purchase or sale of securities.

Copyright © Retire Wise Academy  |  Designed by Affluent Copy