E-learning
Retirement Education For Lifelong Learners
e-COURSE
Who This Course Is For:
This course is designed for individuals approaching or entering retirement who want comprehensive guidance on building their financial future. Whether you're just starting to plan or fine-tuning existing strategies, this program provides clarity on assembling your advisory team, managing investments, creating income strategies, and protecting your legacy through education and practical tools.
Module 1: Assembling Your Build Team
Learn how to identify and work with the right advisors, agents, and financial professionals
Module 2: Laying Your Foundation
Master investment allocation, risk management, and tax-efficient strategies
Module 3: Framing Your Future
Build a comprehensive retirement income strategy that provides financial security and peace of mind for your golden years
Module 4: Securing Your Legacy
Protect your family with estate planning, insurance, and long-term care strategies
OUR MISSION
We believe the financial industry falls short in preparing people for Retirement. Our Independent, Academic-Based, Retirement Courses teach pre-retirees and current retirees how to achieve a more confident Retirement. We’ll unravel complex financial jargon, provide a step-by-step guide for comprehensive Retirement preparation, and differentiate between industry professionals (CPAs, CFPs, FAs, IAs, IARs, etc.) in an approachable, educational, and fun setting.
MEET THE TEAM
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Justin McGuffey
IAR, IA
As an independent financial professional with over 20 years of experience in the financial services industry and a degree in Business from Miami University of Ohio, Justin believes that helping people with their financial lives can make a big impact.
Justin is an Investment Advisor Representative (IAR) and Independent Agent (IA) maintaining multiple licenses. He specializes in preparing and guiding people throughout the various financial life stages by educating and through proper financial advice and Retirement planning.
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Casey Croysdale
CFP®, IAR, IA
As a CERTIFIED FINANCIAL PLANNER™ and independent financial professional with over 20 years of experience in the financial services industry as well as a degree in Business from Miami University of Ohio, Casey has a passion for educating and helping individuals and couples achieve their Retirement goals.
While a native Ohioan, Casey resides in Northern Kentucky with his wife, Magen, and dogs, Lennon, Lucy, and Ringo. He is also an Investment Advisor Representative (IAR) and Independent Agent (IA) maintaining multiple licenses.
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Brion Walters
CFP®, ChFC®, CLU®
Brion Walters is an independent financial professional with over 25 years of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant, he offers expert guidance on all areas of Retirement. He is a fiduciary, ensuring that his advice always prioritizes the best interests of his clients.
As a father of five, Brion understands the importance of family financial security and is dedicated to helping clients better understand and achieve all of their Retirement needs and goals.
Edify Retirement
(KY & OH Courses Team)
Address:
2734 Chancellor Dr, Ste 110,
Phone Number:
513-505-4214
Email: Registration@EdifyRetirement.com
