One comprehensive program covering investments, income taxes, and legacy planning — designed for pre-retirees and early retirees. Spouses attend free.
Six hours of expert instruction covering everything a pre-retiree or early retiree needs to know — in one affordable, flexible program.
A single, unified curriculum covering the three pillars every retiree must understand.
Spouses attend free. One $49 enrollment covers both partners. One printed workbook is included per registered household.
Portfolio decumulation, managing sequence-of-returns risk, income strategies, Social Security optimization, and navigating market volatility without a paycheck.
How IRA distributions, Social Security, pensions, and Roth conversions are taxed. RMD planning, IRMAA surcharges, QCD strategies, and bracket management.
Spousal financial planning, inherited IRA rules for children, beneficiary designations, wills, trusts, powers of attorney, and gift & estate tax basics.
Your $49 enrollment includes one printed workbook with notes, worksheets, and planning guides covering all three topics. Additional copies available for purchase.
All sessions cover the complete curriculum. Choose the schedule format that works best for you. All times Central.
| Dates | Day / Time | Format | Availability | |
|---|---|---|---|---|
| May 12, 14, 19 | Mon / Wed / Mon · 6:00–8:00 PM | In-Person — Chicago, IL | 6 Seats Left | Register → |
| May 20, 22, 27 | Tue / Thu / Tue · 6:00–8:00 PM | Online (Zoom) | Open | Register → |
| June 9, 11, 16 | Mon / Wed / Mon · 6:30–8:30 PM | In-Person — Naperville, IL | Open | Register → |
| June 24, 26, July 1 | Tue / Thu / Tue · 6:00–8:00 PM | Online (Zoom) | Open | Register → |
| Dates | Day / Time | Format | Availability | |
|---|---|---|---|---|
| May 13 & 15 | Tue & Thu · 6:00–9:00 PM | Online (Zoom) | Open | Register → |
| May 27 & 29 | Tue & Thu · 6:00–9:00 PM | In-Person — Schaumburg, IL | 4 Seats Left | Register → |
| June 3 & 5 | Tue & Thu · 6:30–9:30 PM | Online (Zoom) | Open | Register → |
| July 8 & 10 | Tue & Thu · 6:00–9:00 PM | In-Person — Chicago, IL | Open | Register → |
| Dates | Day / Time | Format | Availability | |
|---|---|---|---|---|
| May 17 & 24 | Saturdays · 9:00 AM–12:00 PM | In-Person — Chicago, IL | 5 Seats Left | Register → |
| May 31 & June 7 | Saturdays · 9:00 AM–12:00 PM | Online (Zoom) | Open | Register → |
| June 14 & 21 | Saturdays · 9:00 AM–12:00 PM | In-Person — Naperville, IL | Open | Register → |
| July 12 & 19 | Saturdays · 9:00 AM–12:00 PM | Online (Zoom) | Open | Register → |
Learn to manage risk, generate income, and protect your portfolio when you no longer have a paycheck.
Understand how RMDs, Social Security, and distributions affect your tax bracket — and how to minimize the burden.
Navigate spousal planning, beneficiary designations, and wealth transfer so your loved ones are protected.
As a 501(c)(3), we have no products to sell. Every lesson is driven by your education — nothing else.
The Alliance of Financial Educators was founded on a simple belief: every American deserves access to unbiased, high-quality financial education at the moment they need it most — the transition into retirement.
Our instructors are credentialed professionals who teach, not sell. Our curriculum is peer-reviewed and updated annually. And at $49 per household, we've made it accessible to everyone.
✓ IRS-Designated 501(c)(3) Non-ProfitMy wife and I took the Saturday sessions together. For $49, we got six hours of expert instruction that changed how we think about our retirement accounts entirely. An unbelievable value.
The tax session alone was worth ten times what we paid. My husband and I left with an actual Roth conversion plan. The instructors are the real deal — no upselling, just education.
The legacy planning module was the missing piece for our family. The workbook is excellent — we've referred back to it many times. Highly recommend to any couple nearing retirement.
Our team is happy to help you find the right session for your schedule.
(800) 555-0142
info@alliancefinancial.edu
Mon – Fri, 9:00 AM – 5:00 PM CT