Reserve Your Seat
This class uses a simple “Financial House” framework to help you understand how everything fits together.
Only 20 seats available for each class
Free Educational Classes
Harrison Junior High School
9840 West Road
Harrison, OH 45030
- April 18, 2026 — Your Financial House: A Pre-Retirement Class (50+ preparing for retirement)
- April 25, 2026 — Retirement Readiness: Are You on Track? (40-50 building toward retirement)
Educational class. No products will be sold during the class.
OUR MISSION
Edify Retirement Education offers interactive retirement classes designed to help individuals understand how income, taxes, investments, healthcare, and protection fit together.
our courses
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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
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April 18: designed for people ages 50+ preparing for retirement
April 25: designed for people ages 40–50 building toward retirement
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.