Over the last 26 years, 25,000 households have attended our classes and the number is growing!
Our Mission
- To help those preparing for retirement make sound, fact-based decisions and potentially avoid costly mistakes resulting in an unstable financial future.
- To help current retirees review all areas of their retirement plan to help reduce stress and insure they and their families are fully prepared for the challenges that may lie ahead.
- To assist employers prepare older workers for a smooth, less stressful transition into retirement.
- To strengthen churches and not-for-profit organizations by helping their supporters discover strategies and assets than can be directed to helping others.
A word from our Founder:
Mark Pettyjohn, a national leader in retirement education.
In the early 1990's, Mark Pettyjohn was a national marketing director for a division Citi Group. He came to realize many people lacked the basic financial knowledge necessary to make informed decisions. In response, he authored his first financial class, “What I Didn’t Learn About Money in High School.”
Mark began sharing his class with family, friends, and neighbors. Soon word of mouth began attracting more and more students. Ultimately, over 25,000 households have attended classes taught by Mark and his team.
Hundreds of businesses and churches took advantage of the course to help their people improve their financial knowledge and security. Many graduates experienced life-changing results from applying the financial principals learned.
Responding to requests from previous graduates, in 2012 Mark began developing a holistic retirement workshop called Retirement Peace University.
Given the fact that over 50 million baby boomers are planning to retire in the next 10 years, Mark looks forward to another busy decade.*
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Securities offered through CreativeOne Securities, LLC, Member FINRA/SIPC. Retiring Smarter and Retirement Defenders are affiliated. Retiring Smarter and Retirement Defenders are not affiliated with CreativeOne Securities, LLC.
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.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 18891 - 2019/5/22