Retirement Education for Lifelong LearnerS
Register for the no-cost course near you!
Current Courses:
Planning and Coordinating Your Retirement Course
Northern Kentucky University
The Student Union Building
Louie B. Nunn Drive, Highland Heights, KY
Choose the Day/Time that’s best for your schedule:
Tuesday, September 24th, 2024 from 5:15pm to 8:45pm (Completed)
Saturday, September 28th, 2024 from 8:30am to Noon (Completed)
Thursday, October 3rd, 2024 from 5:15pm to 8:45pm (Registration Still Open)
*Need help registering?
Please call or text (859) 547-6441
OUR MISSION
We believe the financial industry falls short in preparing people for Retirement. Our Independent, Academic-Based, Retirement Courses teach pre-retirees and current retirees how to achieve a more confident Retirement. We’ll unravel complex financial jargon, provide a step-by-step guide for comprehensive Retirement preparation, and differentiate between industry professionals (CPAs, CFPs, FAs, IAs, IARs, etc.) in an approachable, educational, and fun setting.
our courses
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The 4 Pillars of Retirement Planning
Investment strategies and risk management, tailored to your individual needs
Tax planning and legal/estate planning
Steps you can take to help avoid outliving your money
The truth about annuities
How to protect your portfolio in turbulent economic times
How to maximize your tax-qualified plans (401k, IRA, 403b, 457, Pension) by knowing the rules
How to manage medical and long-term care costs in retirement
How to get your estate in order by understanding wills, trusts, probate and tax-efficient distribution of wealth
Retirement income planning and Social Security maximization strategies
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Individuals and couples between the ages of 50 and 70
Those concerned that current events and economic conditions might have a negative impact on their retirement plans
Investors looking for other perspectives or ideas
Baby Boomers who aren't getting ready to or have already retired or are looking for guidance based on recent research
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Recent and projected shifts in the economy and their impact on financial markets can significantly impact your plans for retirement if you don’t understand the risks
Understanding and managing investment risk before or early into retirement can make a huge difference in your long-term results
Knowing what’s important in planning for retirement will help you assess your own readiness and allow you to address any shortcomings
Great first step towards taking control of your retirement plan and discovering resources where you can find help
You only get one shot at retirement. Make it count
Through our 3.5-hour course (Planning Your Retirement - ages 21 to 49, Planning and Coordinating Your Retirement - ages 50 to 70, or Coordinating Your Retirement - ages 71+), our certified instructors go step-by-step through building the foundations for your specific Retirement needs and offer additional help in a fun, interactive learning environment.
MEET THE TEAM
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Justin McGuffey
IAR, IA
As an independent financial professional with over 18 years of experience in the financial services industry and a degree in Business from Miami University of Ohio, Justin believes that helping people with their financial lives can make a big impact.
Justin is an Investment Advisor Representative (IAR) and Independent Agent (IA) maintaining multiple licenses. He specializes in preparing and guiding people throughout the various financial life stages by educating and through proper financial advice and Retirement planning.
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Casey Croysdale
CFP®, IAR, IA
As a CERTIFIED FINANCIAL PLANNER™ and independent financial professional with over 20 years of experience in the financial services industry as well as a degree in Business from Miami University of Ohio, Casey has a passion for educating and helping individuals and couples achieve their Retirement goals.
While a native Ohioan, Casey resides in Northern Kentucky with his wife, Magen, and dogs, Lennon, Lucy, and Ringo. He is also an Investment Advisor Representative (IAR) and Independent Agent (IA) maintaining multiple licenses.
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Brion Walters
CFP®, ChFC®, CLU®
Brion Walters is an independent financial professional with over 25 years of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant, he offers expert guidance on all areas of Retirement. He is a fiduciary, ensuring that his advice always prioritizes the best interests of his clients.
As a father of five, Brion understands the importance of family financial security and is dedicated to helping clients better understand and achieve all of their Retirement needs and goals.
Trulip Retirement Education
(KY Courses Team)
Address:
2734 Chancellor Dr, Ste 110, Crestview Hills, KY, 41017
Phone Number:
859-547-6441
Email:
Education@TrulipPartners.com
