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Client Education Programs

At NRI, we believe the best retirement decisions start with knowledge. That’s why education isn’t a side offering—it’s central to everything we do. Whether you’re just starting to think about retirement or already navigating complex financial decisions, our programs are designed to give you clarity, confidence, and control.


Why We Focus on Education

~ Empowerment through knowledge – When you understand your options, you’re more confident in your choices.
~ Cutting through complexity – Taxes, Medicare, Social Security, investments—these topics can feel overwhelming. We simplify them so you know exactly what matters.
~ Learning that fits you – Courses, workshops, newsletters, and one-on-one consultations give you flexibility to learn at your own pace.
~ Better conversations – Informed clients ask better questions, and that leads to smarter strategies and stronger outcomes.

What You’ll Gain

✔️ Clarity on financial decisions that impact your retirement.
✔️ Practical strategies you can apply right away.
✔️ Confidence that you’re making the most of your resources.
✔️ Peace of mind knowing you’re not facing these decisions alone.

This isn’t about us lecturing you—it’s about walking with you. Our education programs are designed to help you feel prepared, informed, and supported every step of the way.

Featured Client Education Courses

📘 Medicare 101: Simplifying Your Options

This informative, energetic class is for anyone seeking to understand Medicare and Medicare-based health plans.


✔️ Easy-to-follow walkthrough of Medicare basics.
✔️ Guidance on how to choose the right Medicare plan.
✔️ Includes free consulting & enrollment assistance to find a plan tailored to you.

Your One-Time Cost - $29.00

📘 Social Security Essentials: Maximizing Your Benefits

Learn how to make the most of your Social Security—whether you’re single, married, or widowed.

✔️ Understand spousal and survivor benefits.
✔️ Learn when to claim to maximize lifetime income.
✔️ Avoid common mistakes that cost retirees thousands.

💲 Your One-Time Cost – $29.00

📘 Tax-Smart Retirement

Income

Discover strategies to reduce taxes and keep more of your retirement savings.

✔️ Learn how income timing impacts taxes.
✔️ Strategies for Roth conversions and withdrawals.
✔️ Keep more of what you’ve worked so hard to save.

Your One-Time Cost – $29.00

📘 Long-Term Care Planning Without Overpaying

Protect your independence and avoid draining your savings for care needs.

✔️ Learn creative ways to fund long-term care.
✔️ Avoid wasting money on policies you may never use.
✔️ Discover hybrid and flexible solutions.

Your One-Time Cost – $29.00

📘 Estate & Legacy Planning

Basics

Ensure your wishes are carried out and your loved ones are protected.

✔️ Learn the difference between wills and trusts.
✔️ Reduce taxes and confusion for your heirs.
✔️ Preserve your values along with your wealth.

Your One-Time Cost - $29.00

📘 Investment & Insurance Strategies for Retirement

Find the right balance between protection and growth to ensure your future.

✔️ Learn how to safeguard against risks.
✔️ Build investment strategies around your comfort level.
✔️ Align your plan with your long-term retirement goals.

Your One-Time Cost - $29.00

WIN-WIN GIVING - Keep 100% of Your Principal Safe and Untouched While Supporting the Causes That Matter Most to You

One of the biggest Wall Street misnomers is that annuities are "bad".  You'll hear that annuities are complicated, expensive, and low interest earners.  The truth in the matter is that there are 5 different kinds of annuities.  Some are free of any fees, and very well designed to serve as pension income producers that can guarantee a much higher income than you would receive by bleeding off only 4% of your savings, from a traditional 401k or brokerage account.  Take a look inside this informative white paper to learn more. 

By Yvette Spillman, CEO, Registered Investment Advisor, Fiduciary Financial Advisor - License # CA#0H77101

Contact Us

  • Mon-Fri 9am-5pm
  • (877) 745-0008

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License # CA#0H77101

2022 All Rights Reserved.

License # CA#0H77101