Who it is for
Adults roughly 50 and up who want clearer retirement income, insurance, and planning languageâwhether you are still working or already retired.
Retirement education seminars
Learn in the room, at your pace
NFI Retirement Academy hosts plain-language seminars for people approaching retirement or already retired. Come with questions. Leave with clearer language for the decisions ahead.
What a seminar is
A focused session, not a product catalog
Each seminar centers on one retirement topic in everyday language. You hear the concepts, ask questions when they arise, and decide for yourself what to explore nextâEducation articles, Academy resources, or a Planning Conversation.
What you will learn
Topic-driven teaching: retirement income ideas, estate-planning basics, insurance in plain language, and questions worth bringing to a later conversation.
What it is not
Not individualized advice and not a closed-door pitch. You leave with education first; next steps are yours to choose.
The experience
How a seminar works
A calm room, a clear agenda, and time for questions. Photography on this page is from real Academy sessions.
- Find a confirmed date when one is posted below
- Attend, listen, and ask what is on your mind
- Use Education or Academy materials to go deeper
- If you want a personal next step, schedule a Planning Conversation
Topics we teach
Subjects that show up in the room
Specific seminar titles vary by date. The themes below reflect what Academy sessions commonly cover.
Retirement income
How income sources can fit together, and how to talk about tradeoffs without jargon.
Estate-planning basics
Foundational ideas families ask aboutâclear enough to discuss with your own advisors.
Insurance in plain language
What different insurance tools are designed to do, and what questions to bring next.
Current availability
Upcoming seminars
Retirement education seminar
Estate Planning & Financial Clarity
What happens after
Natural next steps, on your terms
A seminar is one door into the Academy. Many guests continue with self-paced Education, Academy membership resources, or a one-to-one Planning Conversation.
Education Center
Guided articles and pathway hubsâread at home, in plain language.
Explore EducationAcademy Access
Member resources when you are ready for a deeper, organized library.
Visit AcademyPlanning Conversation
A scheduled conversation through Microsoft Bookings when you want personal next steps.
Schedule
