Who We Are

The Prepare Institute is a national non-profit educational institution that provides college style retirement education courses for adults between the ages of 50-70. The courses  provide unbiased information on all areas of retirement and are for general, non-commercial education only.  

The financial world, especially as to how it relates to retirement, has changed dramatically over the last two decades, and will continue to change.  Thus, proper knowledge, education and updated information has never been more important.  

That's where we step in.

To provide relevant and accurate retirement education that is crucial to building the proper retirement plan and to maintain that plan throughout a retirement lifetime.   

Our Mission

Our Values

Integrity. Students choose us because they trust our brand and our instructors. We earn that trust by ensuring everything we do is reliable, consistent, and with the highest level of integrity.  

Excellence. We’re driven by our commitment to deliver exceptional classes and experiences to our students. We value our strong community relationships, and are defined by how well we take care of them.  

Community. We aim to make a difference in the communities where we live, work, and serve. Our commitment to making an impact in our neighborhoods are strengthened by our deep connections.

Does this sound like you? 

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What are our students sayings?

“This is the exact education and information I have been looking for my whole life. This course needs to be made available in every city.”   

Evelyn M.    

"The quality of information and education provided by this course is excellent. Plus, it is presented and explained in easy to understand terms and examples. I highly recommend this class to anyone who cares about their retirement plan."    

Julie C.    

The Prepare Institute Application

The Prepare Institute is recognized by the IRS as a 501(c)3 non-profit educational institution that provides retirement planning courses and classes nationwide. Our instructors are licensed and trained financial professionals with a minimum of 5+ years of real-world experience in their field. The Prepare Institute courses do not promote or endorse any specific products or companies, and no selling is allowed. The Prepare Institute educational courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial and tax professional familiar with the course material prior to implementing any of the principles and strategies taught or discussed in the course.  

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