A Clear & Comprehensive
Approach to
Retirement Education
Our retirement education covers the fundamental topics retirees need to understand.
Our Core Education Topics
We know too well that retirement is more than a collection of financial decisions; it’s a complex transition that affects your income, your taxes, your investments, your healthcare, and the people you’ll eventually leave assets to.
Our workshops are designed and taught by CERTIFIED FINANCIAL PLANNER™ professionals, which means the education we provide reflects the depth and structure of the financial planning profession as viewed by the CFP Board.
While our sessions are not affiliated with or endorsed by the CFP Board, we do intentionally align our curriculum with many of the same core knowledge areas taught in their formal education programs.
Our sessions draw on major financial planning knowledge domains such as:
• General Financial Planning Principles
• Investing in Retirement
• Tax Planning Throughout Retirement
• Retirement Savings & Income Planning
• Insurance & Risk Management
• Estate Planning
Why You Should Attend a Session
Simply put, retirement is too important to not get right.
The financial principles that served you well during your working years aren’t the same principles that will guide you successfully through retirement.
Income needs change, tax planning becomes more complex, investment priorities shift, and the consequences of a misstep grow larger.
And yet, even though retirees need this kind of guidance more than ever, there’s surprisingly little trustworthy, high-quality retirement education that isn’t tied to a sales agenda or built around fear.
We see far too many “educational” events exist to sell a product, not to help people understand the decisions they face in the years ahead.
When you learn from our instructors who teach within a recognized planning framework and are solely focused on education, you gain the clarity and confidence needed to make decisions that genuinely support your future.
The session gave me so much clarity and confidence about my retirement plans. It was really worthwhile, and I recommend that others with retirement questions attend one of their sessions!
-Linda M.
I'm naturally skeptical of retirement classes because I expect to be pitched to, but PNW Retirement Education didn't do that. Our instructor, Charles, provided us with a lot of great retirement info that I hadn't considered before.
-James K.