For Retiring Educators

A System to Organize Your Retirement

A calm, step-by-step workshop that shows how your pension, 403(b), taxes, and TRS healthcare fit together — built around our APPLE system.

Register for the Free Workshop
For K–12 teachers, school leaders, support staff, and district professionals.

Retirement Feels Like a Puzzle for Educators

  • Pension decisions feel permanentAfraid of doing something you can’t undo
  • Multiple 403(b)s, no clear plan
  • Conflicting advice on taxes and healthcare
  • Afraid of doing something you can’t undo

This workshop brings order to the chaos.

What You’ll Learn

This workshop introduces the APPLE system — a clear, step-by-step way to organize retirement decisions.

We’ll walk through how pension elections, 403(b) or 401(k) rollovers, income planning, taxes, and healthcare fit together — and why the order matters before anything permanent is done.

Get Answers to Questions Like:

  • Pension decisions feel permanentAfraid of doing something you can’t undo
  • Multiple 403(b)s, no clear plan
  • Conflicting advice on taxes and healthcare
  • Afraid of doing something you can’t undo

How the Workshop Works

  • 45–60 minutes
  • Calm, no pressure
  • Built around the APPLE system
  • Designed specifically for educators

How You'll Access the Workshop

You’ll get Instant access after registration so you can watch (and re-watch) on your own schedule.

What the Workshop Is and Isn't

This is:

  • Educational
  • A practical system
  • A clear strating point

This isn't:

  • A sales pitch
  • A commitment
  • A one-size-fits-all solution

A Clear Starting Point for Educators

You don’t have to figure everything out today.
You just need a clear place to start.

Register here for free:

Register with Google
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