A live, virtual retirement planning course for your community. Professionally taught, fully managed, and offered at no cost to your department.
We provide the instructor, the curriculum, and the student communication. Your department adds a high-value course to its catalog without adding workload or cost.
Your community gets access to expert retirement guidance. Your students leave with real clarity. And your department earns the credit for making it happen.
A fully managed partnership designed to respect your time, your budget, and your reputation.
There is no fee to host the course. Not for the curriculum, not for the instruction, not for any of the logistics.
Once a student registers, we handle every touchpoint: confirmation, reminders, pre-class materials, and follow-up. Your team stays focused on what matters to them.
Classes are delivered live over video across two evening sessions. Students attend from home and can ask questions in real time. No recordings, no passive content.
We've taught this course to hundreds of students. The content is refined, well-paced, and consistently rated as one of the most practical classes people have taken.
For colleges open to it, we'll coordinate and cover the cost of a direct mailer to your community. Your college promotes the course through its normal channels; we layer on the mailer to help drive enrollment.
Students enroll through your catalog. Your college's name is on the course. The goodwill your community feels goes back to your department.
This isn't a general financial literacy course. Every topic is chosen because it directly affects decisions your students are facing right now or will face in the next few years.
Students build a realistic picture of their retirement expenses: healthcare, housing, lifestyle, inflation, so they know the number they're actually planning toward.
How to turn savings into sustainable income, coordinating Social Security, pensions, investments, and other sources into a plan that lasts.
When to claim, how to maximize lifetime benefits, and what most people get wrong about this decision.
Which accounts to draw from first, how to sequence withdrawals to reduce lifetime taxes, and how to avoid the mistakes that quietly erode retirement savings.
Navigating Medicare enrollment, understanding coverage gaps, and building a realistic plan for one of retirement's largest and most unpredictable expenses.
The documents everyone needs, how beneficiary designations work, and how to make sure the right people are protected.
Two live virtual evening sessions, structured so students can attend from home without taking time off work. All instruction is delivered in real time, with Q&A built into each session.
Every session is led by a Certified Financial Planner®, active practitioners who bring real-world experience into the classroom and can answer the questions that actually matter to your students.
A personalized action plan and a clear sense of exactly what to do next. Not just concepts, but concrete next steps they can act on.
Most of our college partners are up and running within a few weeks of our first call.
A 20-minute call to learn about your department and see if the partnership is a good fit for your community.
We work around your catalog calendar to find cohort dates that make sense for your enrollment cycle.
You promote through your normal channels. For colleges open to it, we coordinate and cover the cost of a community direct mailer.
Instruction, student communication, and all logistics are on us. You're kept informed, not involved.
Students leave with real clarity. Your department earns the credit for making it possible.
These are the kinds of responses your students will write about a course your department made possible.
It was a really good class, great value, and genuinely helpful. Just being able to have the coaching session was worth it on its own.
— Karl, SeattleThis class made a real difference in my life. It's assumed that as you change life stages, you just know things. But sometimes you don't. This filled the gap.
— Carol, PDXGreat class. It takes all the big topics and puts them in a logical order so everything makes sense together, not just a list of facts.
— Bruce, SeattleThis partnership works best for community education and continuing education departments who are looking to grow their course catalog without growing their workload.
You coordinate community education, workforce development, or continuing ed at a community or city college
You want to offer a high-demand course without hiring an instructor or developing curriculum
You're looking to serve the segment of your community approaching or in retirement
You need a partner who will show up professionally and reflect well on your college
Budget approval is easier when the course costs the department nothing to add
"LCC's Florence Center has been partnering with Retirement Intelligence for more than 6 years, and their team has always been a pleasure to work with. I personally attended a recent class and was wholly impressed with the amount of knowledge shared. It was delivered in an easy-to-follow manner, with ample time for questions to be addressed."— Beth Habian, Project Coordinator, LCC Florence Center
"The instructors do a great job. I appreciated how they made everything feel approachable without dumbing it down."— Class participant, community college partner program
We believe that educated people make better financial decisions, and that if we teach well and do right by your students, some of them will reach out when they're ready for professional guidance.
We don't sell during the class. We don't pitch products. We don't pressure anyone. What we do is teach, thoroughly, honestly, and without an agenda beyond giving people clarity.
For the students who finish the class and want to go deeper with a financial planner, we're available. For everyone else, they leave with a stronger foundation than they came in with. That's a good outcome either way.
We're happy to provide recordings of actual class sessions to any college that wants to see exactly what their students will experience before committing to the partnership.
No products are promoted or sold during the class
No pressure to work with us after the class ends
Recordings available upon request so you can see exactly what your students will experience
Students who want professional guidance after the class can reach out. That choice is entirely theirs
Fill out the form and we'll reach out within one business day to schedule a 20-minute call.
Select a time that works for you. No pitch. No pressure. Just a conversation to see if this makes sense for your college.