Not-for-Profits
Enroll NowHarness the Power of Retirement Literacy to Promote Your Organization and Mission
Many not-for-profits struggle in the area of ongoing funding. Organizations often go back to the same individuals over and over again for financial support. Retiring Smarter gives Not-for-Profits the ability to strengthen relationships with existing supporters as well as a method to reach new prospects.
Retiring Smarter graduates typically discover thousands of additional dollars in their budget. A portion of these new found funds can be directed towards their giving. During the workshop, sponsoring organizations have the opportunity to promote their mission and make the case for systematic giving and legacy planning.
Numerous Non-Profit Organizations have successfully sponsored Retiring Smarter. If you are interested in learning how this program has helped other organizations, contact our class coordinator at lisa@retirementpeace.org
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Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice and is not sponsored or endorsed by the Social Security Administration or any government agency.
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