Learning Academy

At the National Retirement Institute (NRI), we believe knowledge is power. The more you understand your wealth plan, the more freedom & confidence you will enjoy in the years ahead.

That’s why we created the Retirement Freedom Formula, an 18-module retirement comprehension course designed exclusively for our clients & students.

This class takes you through the essential pieces of retirement planning, income, taxes, healthcare, Social Security, Medicare, legacy planning, long-term care, & more, so you can finally see how it all fits together.

You don’t just get information; you get clarity, empowerment & a plan for your future.

Our NRI Academy Packages

The Retirement Freedom Formula clears the noise with an 18-module program that exposes common pitfalls, replaces them with proven strategies, and equips you with a complete step-by-step guide to lasting wealth.

Inside, you’ll discover how to:

✔ Eliminate costly tax traps that shrink your nest egg
✔ Maximize Social Security & pension benefits
✔ Build tax-favored income streams
✔ Protect your wealth with proven, low-risk strategies
✔ Create a legal and financial plan that safeguards your family’s future

Every enrollment includes class modules & video, workbook, and a personal introductory consult to help
you put your plan into action.

$297 – Retirement Freedom Formula Online Class
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For retirees who want full protection & peace of mind, this package takes the Retirement Freedom Formula to the next level. Along with the complete 18-module course and Retirement Freedom consultation, you’ll receive a professionally prepared Living Trust to safeguard your estate and legacy.

This Premium Package Ensures You Can:

✔ Protect your assets from probate
✔ Provide clarity & security for your loved ones
✔ Combine retirement income strategies with estate planning in one seamless solution

$2,997 – $5997 Retirement Freedom Formula + Living Trust Package
Everything included in the base program, plus a fully prepared Revokable Living Trust for complete estate protection.

Keep More • Grow More • Live More

True Financial Freedom Means Taking Back Ownership of Your Time

Learning Academy