Empowering Your Bright Financial Future

We help you chart your path to make retirement a breeze. 

What is RetireU?

Financial Wellness for You

In the increasingly complex world of finance – from starting a savings account to learning to invest – individuals and businesses face tremendous challenges in building and protecting their financial assets. 

The RetireU program is a comprehensive financial education program that is included in participating employee benefits packages at no additional cost to you or your employer.

Our distinct approach offers a series of workshops to give you the guidance you need to make wise and informed financial decisions.

Approaching Retirement & Retirees

As you approach your retirement milestone, Financial Wellness Done Right is here to help address any questions and reduce stress so that you can enjoy your post-work life. Find out how we can make retirement an enjoyable experience.


Let us show your employees the power of sound financial planning. We can equip them to get the best return from their benefits package while freeing up your time and energy to maximize your business’s efficiency. Discover what Financial Wellness Done Right has to offer today.

RetireU Workshops

The RetireU workshop series offers a comprehensive financial education program that can complement and incorporate existing benefit offerings while providing employees with the information they need to pursue their financial goals.

And it’s at no cost to the employee or employer.

Navigating Retirement

Changes in the healthcare system, government programs and employer plans impact us all. As a result, employees may ask more questions that are difficult to answer, regardless of age or career stage.

We are here to help!

Diverse Strategies and Professional Guidance

We offer:

• Customized information on a wide range of topics to meet employee’s diverse needs
• Expert delivery by local, specially trained financial professionals
• Comprehensive training materials for every attendee to keep and use for future reference

Topical Education Workshops

From a quick overview of investing to overcoming the roadblocks to retirement, our program covers all the important financial information in our easy-to-follow modules. See Our Topics.

Whether you’re looking for a quick 45-minute presentation or the full series workshop, we ensure employees get the best financial education every time!

RetireU’s Workshop Series

Learn how to get ahead of your finances

Our flexible financial workshops help employees learn the key skills they need for retirement planning. Our educational presentations provide increased financial awareness from an experienced speaker with special training in the field. 

Flexible scheduling allows all employees to participate in all of our presentations, so no one needs to miss out on any lessons vital to their financial growth and security.

Check out Our Financial Learning Library

  • Overview of Financial Wellness Done Right

    Overview of Financial Wellness Done Right

    Here is a great quick overview of what Financial Wellness Done Right delivers to both employers and their employees at NO COST! Contact us to discover how to maximize your […]

  • RetireU Workshop Topics

    RetireU Workshop Topics

    These education offerings are typically 45-50 minutes in length and are customizable to include current or proposed benefit offerings. • Retirement Healthcare • Retirement Income Planning • Social Security: An […]

  • Social Security-Intro to Social Security

    Social Security-Intro to Social Security

    Social Security-Intro to Social Security This video provides an introduction to Social Security and its benefits. Learn how the Social Security system works, when to start taking benefits, the impact […]