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Which ARI Course Is Best for You?

The courses provided by American Retirement Institute are designed to connect current and future retirees with licensed financial professionals in their community to offer an overview of common retirement topics. We have taken the time to create courses that confront the challenges of our rapidly-changing world and help you adapt to those changes. You’ll discover more about taxes and income in retirement, Social Security, estate planning, and much more. Now that you know a little bit about us, it’s time to find the right course for you.

Retirement Today

Our Retirement Today course focuses on how to navigate the ever-changing landscape of retirement and prepares you to reach your retirement goals. This is a broad course offering a general overview of concepts you should know when approaching retirement. We’ll cover specific topics such as the federal tax code, interest rates, deductions in retirement, etc. and how these could impact your current strategy. You’ll receive a workbook created to help you follow along in the course and reference afterwards with sections for notes and personal feedback. Once the course has concluded, you can arrange a lab session to discuss your personal financial situation with your financial educator at their private practice at no additional charge. If you want to gain a better understanding of how to prepare for your ideal retirement, sign up for a Retirement Today course near you!

Baby Boomer Basics

Baby Boomer Basics is designed to help prepare the next generation for retirement. The one-hour course provides a brief overview of the current retirement landscape, risks baby boomers could face in the future, and financial strategies designed for life after work. We’ll cover topics including required minimum distributions, taxes throughout history, types of growth and income, and more. As with each of our courses, you will receive a workbook and have the opportunity to schedule a one-on-one lab session with your financial educator in their private practice to discuss your financial situation. If you’re nearing retirement or already there, and you’re looking to advance in your retirement journey, Baby Boomer Basics could be the course for you.

Finding a reliable source of financial education is an important step toward retirement success. Whether you’re just looking to learn some retirement basics or you’re ready to start a new phase in your journey, ARI has got you covered. We want you to feel more confident after leaving one of our courses. Don’t put off planning your ideal retirement. Discover the possibilities by signing up for a course here!