Maximizing Social Security
When to apply, how your age affects your benefit, and how spousal and survivor benefits work.
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Learn More About Our Courses
Five in-person courses on Social Security, taxes, Medicare, the successor trustee role, and complete retirement planning.
All courses
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Taxes in Retirement
How Social Security income is taxed, what required minimum distributions mean for you, and which accounts to draw from first.
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Medicare 101
When and how to enroll, how to choose a plan, and the difference between Medicare Supplement and Medicare Advantage.
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Successor Trustee/Executor
This course is designed to help individuals and families understand what happens after a loved one passes, and how to prepare the people you trust to step in with confidence.
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PREPARE® Retirement Course
A 2-day course covering income planning, taxes, Social Security, wealth management, health care and insurance, Secure Act 2.0 and legal documents.
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FAQ
Have questions? Find Your Answers
Is there a tuition or cost?
Most of our courses are offered at no cost. For select courses, a small tuition may apply to cover materials such as workbooks or specialized resources, ensuring you receive the full value of the program.
Are the courses live or virtual?
All of our courses offered are live, interactive courses held at one of our local universities or community colleges and designed for adults in or near retirement.
Will the courses be recorded for viewing later?
At this time, the courses are not recorded for future use or viewing.
Will there by any high pressure sales pitches?
Dare to Retire® U courses are strictly educational. Specific topics such as 401(k)s, IRA, brokerage accounts, income, taxes, health care, estate planning, etc. will be covered, but sales pitches of specific financial products will not be given.
Ready to take the first step?
Reserve Your Seat Today
Attendance requires pre-registration.
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