Reserve Your Seat

Only 20 seats available for each class.

Free Education Workshop

Harrison Junior High School

9840 West Road, Harrison, OH 45030

  • April 18, 2026 — Your Financial House: A Pre-Retirement Workshop (For those 50+ Preparing for Retirement)

  • April 25, 2026 — Retirement Readiness: Are You on Track? (For Professionals 40-50 Building Toward Retirement)

Educational class. No products will be sold.

A simple framework for understanding how the major parts of retirement planning fit together.

OUR MISSION

Edify Retirement Education offers interactive retirement workshops designed to help individuals understand how income, taxes, investments, healthcare, and protection fit together.

our courses

    • 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

    • 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

    • April 18: designed for people age 50+ preparing for retirement

    • April 25: designed for people age 40–50 building toward retirement

MEET THE TEAM

  • Justin McGuffey, IAR, IA

    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.

    LinkedIn >>
  • Casey Croysdale. CFP®, IAR, IA

    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.

    LinkedIn >>
  • Brion Walters, CFP®, ChFC®, CLU®

    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.

    LinkedIn >>