FREE LOCAL RETIREMENT CLASSes

 Build your financial house for
Retirement.

Learn how income, taxes, investments, healthcare, and protection fit together in retirement.

Reserve Your Seat for the class

Taught locally in the Greater Cincinnati & Northern Kentucky area

Hosted at local universities and educational venues

Free to attend • No products will be sold during the class

Two classes are available — one designed for ages 40-50 and another for those 50 and closer to retirement.

Upcoming Harrison Retirement Classes

Hosted at Harrison Junior High School –

Community Education Venue

📅 April 18 & April 25

⏰ 8:30 AM – 12:00 PM

Each session is limited to maintain a classroom learning environment.

Learn with Edify

Taught locally by retirement educator Justin McGuffey, founder of Edify Retirement Education.

What You’ll learn in the Class:

  • How your life savings become retirement income

  • The tax risks many retirees overlook

  • How healthcare and protection decisions affect retirement

  • The Financial House framework for coordinating it all

A simple framework for understanding how retirement planning actually works.

Most people approach retirement planning by focusing on only one or two of these areas — this class shows how they actually fit together.

Reserve your seat for the class

Why Attend an Edify Retirement Workshop?

A clear, step-by-step way to understand how the pieces of retirement planning fit together.

  • ✽

    INDEPENDENT PERSPECTIVE:

    Our workshops focus on helping you understand how retirement planning works — not selling financial products. As independent advisors, we teach the concepts behind income, taxes, investments, and protection so you can make more informed decisions.

  • ✽

    LOCAL ROOTS:

    Serving the Greater Cincinnati community.

    Edify Retirement Education was created by local advisors who live and work in the Tri-State area. Our workshops are designed for the people and families in this community who want to better understand their retirement options.

  • ✽

    EDUCATION-FIRST APPROACH:

    Understanding before decisions.

    Many people are given recommendations without fully understanding how retirement planning works. Our workshops focus on explaining the “why” behind important decisions so you can approach retirement with greater clarity and confidence.

  • ✽

    PRACTICAL RETIREMENT TOPICS:

    Real Issues people face in retirement.

    Our workshops cover the topics that often cause confusion in retirement planning, including retirement income strategies, Social Security considerations, investments risk, healthcare planning, and legacy decisions.

  • ✽

    FIDUCIARY STANDARD:

    Advice aligned with your best interest.

    As fiduciary advisors, we operate under a legal and ethical standard that requires us to place the interests of clients first. This perspective influences the educational approach we bring to our retirement workshops.

  • ✽

    CLEAR AND TRANSPARENT:

    Complex ideas explained simply.

    Retirement planning can feel overwhelming. Our goal is to simplify the concepts so you can clearly see how the pieces of retirement planning fit together.

Local retirement education

Edify Retirement Education was created by local advisors who live and work here in the Tri-State area. Our retirement workshops are designed to help individuals and couples better understand the major decisions they face as retirement approaches — from income planning to taxes, investments, healthcare, and legacy considerations.

See the financial house in action

The Edify Financial House is the framework we use in our retirement workshops to explain how income, taxes, investments, protection, and legacy decisions work together.

In our live classes, we walk step-by-step through this system so you can better understand how the major pieces of retirement planning fit together.

learn with edify.

learn with edify.

VIEW CLASS DATES

Real People. Real Peace of mind.

  • “As a business owner, my financial situation is more complex than most. Justin understood exactly what I needed. He helped me set up the right financial plan for me and my business.”

    -Paul R.

  • “Justin is here to help everyday investors as well as high-net-worth clients. He is very personable and makes everything easy to understand.”

    -Sandy M.

  • “I wasn’t sure which retirement accounts to fund first or how to prioritize [my children's] college savings alongside them. Justin created a clear strategy showing me exactly which accounts to max out and in what order for maximum tax benefits."

    -Brian A.