NFI Retirement Academy
Retirement education, in plain language.
Seminars for people approaching retirement or already retired. See upcoming dates, or ask to hear when new ones are announced. A planning conversation is available anytime - online or after a seminar.
Who we are
Education first. A clearer retirement path comes next.
NFI Retirement Academy helps people approaching or living in retirement better understand their income, protection, and legacy options. Our seminars begin with education. Individual planning conversations can then help identify gaps and determine which strategies may fit your retirement goals.
What you learn
Topics we teach
Clear introductions to retirement income, protection, and legacy strategies, explained in everyday language. Bring questions; leave with notes you can use.
Retirement income
How common income sources can fit together, and questions to ask before changing anything.
Estate-planning basics
Introductory ideas for organizing and sharing your wishes, as they come up in a seminar.
Insurance in plain language
How life insurance, annuities, and related protection ideas are often described - in everyday words you can follow.
Questions worth bringing
A short list so you can listen well and note what you still want to understand.
Real seminar experience
A place to learn, ask questions, and understand your options.
Tables ready. Banner up. Retirement strategies explained in plain language. This is the setting you walk into when you reserve a seat.
What a seminar is
Plain-language teaching you can follow.
A session designed to help you better understand retirement strategies, ask questions, and determine what deserves a closer look. The presenter covers a published topic in everyday words, with room for questions during or after.
- An educational setting Seminars begin with teaching so you can follow the topic and take clear notes.
- A retirement topic, in plain language Everyday words for ideas you may have heard but never had explained clearly.
- Room to ask questions Bring what is on your mind. Ask during or after the presentation.
Anytime | online or after a seminar
Ready to talk through your situation?
Whether you joined a seminar or found us online, a planning conversation is available whenever you want help putting the pieces of retirement together. Scheduling opens in Microsoft Bookings.
What happens next
How it works
Find a seminar
When dates are published, review the topic, time, place, and presenter, then reserve a seat.
Attend and learn
Come to the session, listen, and ask what you need to understand.
Explore what may fit
If you want to go further, schedule an individual planning conversation. We can look at your retirement picture, discuss potential gaps, and explore strategies that may be appropriate for your goals.
Seminars
Upcoming seminars
No seminar currently scheduled. New seminar dates are being planned. When a session is confirmed, this space will show the topic, day, date, time, place, and presenter.
Ask to be notified when dates are published, or contact the Academy with a question. Prefer to talk one-to-one now? Schedule a planning conversation anytime.
Build your retirement path
From education to a clearer retirement strategy
Whether you have attended a seminar or you are just getting started online, you can meet one-to-one with the NFI Retirement Academy team. We take time to understand your retirement situation, identify gaps or concerns, and help you build a clearer strategy - then help implement appropriate solutions when they fit.
Many people have retirement assets but have never put all the pieces together. In a planning conversation we may look at income, protection, longevity, long-term care, and legacy considerations - and how strategies may apply to assets such as IRAs, 401(k)s and other employer plans, investment accounts, CDs and bank deposits, other retirement savings, and ongoing income that may support life-insurance planning. A conversation helps determine whether some assets should stay positioned for growth or liquidity, and whether an appropriate portion could benefit from insurance-based protection or lifetime-income strategies. Nothing is automatic; we do not assume assets should be moved.
Income
How retirement income may need to last, and which strategies - including lifetime-income features available through some annuity contracts - may support that goal when appropriate.
Protection
Risks that could disrupt retirement, including market exposure for money you rely on, and long-term-care cost considerations where insurance strategies may help.
Legacy
Beneficiary and legacy topics, life-insurance considerations where they fit, and estate-planning issues coordinated with a qualified attorney. We do not provide legal advice or create legal documents.
A path forward
Clear next steps: understand what you have, identify gaps, develop a retirement strategy, and implement appropriate solutions when they fit.
When strategies fit your goals, solutions we may help implement can include fixed indexed annuities and other appropriate annuity strategies, life insurance, and long-term-care-related insurance where appropriate, along with coordination on legacy and estate-planning needs with qualified legal professionals.
Fixed indexed annuities, in plain language
A fixed indexed annuity is an insurance contract that can offer principal protection from direct market losses (subject to contract terms), interest-crediting potential linked to an external market index, optional or contractual lifetime-income features depending on the product, tax deferral, and beneficiary or death-benefit features depending on the contract. They do not mean you own or directly participate in the underlying index.
Tradeoffs can include surrender periods, liquidity limits, caps, spreads, participation rates or other crediting limits, rider charges where applicable, and reliance on the insurer's financial strength and claims-paying ability. An annuity is not right for every person or every dollar. We discuss them only when they may fit the strategy.
Scheduling opens in Microsoft Bookings.
About the Academy
General education for the public
NFI Retirement Academy provides retirement education for the public through seminars and related materials.
Academy seminars are educational. When you want individualized help afterward, planning conversations can lead to implementing appropriate annuity or life-insurance solutions through licensed professionals when those tools fit your strategy.
Information on this website and at Academy seminars is general education. It is not individualized tax, legal, investment, or financial advice, and it is not an offer to buy or sell an insurance product or security.
