Learn before you decide
Saving was the first chapter.
Learn how to use what you built.
Retirement education with Rich LoPresti connects the decisions that turn savings into a retirement paycheck: what you own, where you hold it, and which account pays.
No asset minimum to explore these educational resources. You do not need a market forecast—or perfect answers—to start learning.
Class availability →Enjoy today
Understand how withdrawals, cash reserves and tax brackets work together to support spending.
Protect tomorrow
Explore the roles of growth and reserves when markets, inflation and healthcare needs change.
Provide for others
Consider how the purpose of family money changes its time horizon, investment choices and tax planning.
Four decisions that belong together
- Allocation: balance reserves and growth around when you expect to need the money.
- Asset location: consider which investments belong in taxable, pretax and Roth accounts.
- Withdrawals: coordinate the retirement paycheck with other income and taxes.
- Conversions: compare paying tax now with leaving money pretax—including when a smaller conversion or no conversion deserves consideration.
Taxes and inflation affect purchasing power. A coordinated plan helps you evaluate the choices available; it does not eliminate investment risk or guarantee tax savings.
Upcoming classes
Please check back for future class dates. As new classes are scheduled, we’ll post the dates, locations or online meeting details, and registration links here.
In the meantime, start with the free checklist or explore a planning decision. These resources do not require a discovery appointment.
Explore the eight questions → Visit the Decision Lab →Want to discuss your own situation?
A complimentary discovery meeting is a separate, optional step for households meeting the stated account minimum. Education is not a personalized recommendation.
See what the conversation covers →