Learn how to invest and retire successfully at our next webinar with an educator in your area!
"AN INVESTMENT IN KNOWLEDGE PAYS THE BEST INTEREST"
-Benjamin Franklin
US Retirement Education is a Non-Profit that supports our team of Educators across the US.
Our Educators are committed to helping Americans invest and retire successfully. US Retirement Educators are Fiduciaries and licensed financial advisors who donate their time to help educate local communities and prepare them with facts to help approach our most difficult financial decisions.
Our US Retirement Educators go through a complete background check and are passionate about teaching pre-retirees and retirees on how to protect and grow their hard-earned wealth.
We believe teaching our communities the best way to build a tax-efficient, fee efficient, and market efficient financial plan.
About Us
We formed our non-profit organization to tell Americans the truth about retirement. Too many dinner seminars and programs can mislead attendees. Many of the financial products “pitched” at these seminars are sold and not bought. We want to build a “Great American Retirement” comprised of informed clients wanting to protect and grow their hard-earned wealth.
Our fiduciaries share sound financial information and strategies to help attendees build fee-efficient, market-efficient and tax-efficient portfolios.
We also encourage people to comprehensively construct a real vision and plan for their retirement before they retire.
Believe it or not, you can plan the results you desire… In Advance! Our Advisors offer one-on-one, customized, results-driven retirement planning for FREE so our attendees can make informed financial decisions on how they plan their future.
We have a lot of fun at our workshops and keep them very interactive.
Complimentary Financial Plan
Attention: Our Educators now offer free portfolio analysis and free financial plans to your 95th birthday. Our plans include:
1. Portfolio Analysis to determine your portfolios expense ratio, standard deviation (a measurement of risk) duration of your bonds and correlation of your assets.
2. Retirement Income Gap Analysis.
3. Financial Plan to your 95th birthday with your current plan.
4. Financial Plan to your 95th birthday with our recommended portfolios.
5. A Roth Ladder Conversion Plan.
In addition, our President and Founder, Ford Stokes, is a Registered Social Security Analyst, and he and his team are ready to give you an RSSA ROADMAP to help you maximize your social security income benefit. Feel free to call us at 1-888-814-0304 to get started right away!
LATEST NEWS
