Preparing educators for financial security in retirement

Now is the time! We GUIDE your financial journey retirement.

For All Educators

We have RESOURCES and SUPPORT you need to prepare for retirement.

WE’RE THE ULTIMATE GUIDE FOR YOUR JOURNEY TO RETIREMENT

  • Unbiased financial information on preparing for retirement
  • A catalog of financial advisors' biographies to find district-approved support for your retirement playbook
  • A retirement free from financial worry

Understanding the Basics

Whether you plan your own retirement or work with a Financial Advisor, you need to understand how to plan

The Basics of Your Financial Future

  • Social Security
  • Supplemental Plans
  • Medicaid
  • Insurance Needs
  • and more
Find a Financial Advisor

It’s Time to Get Some Help

Plumbing repairs can be complex and require a professional. If you are not a "do-it-yourself" financial planner, find a professional advisor today in our directory of school district approved financial advisors.

The Advantages of Working With an Advisor

  • Retirement Expertise
  • Trained on Arizona Statement Retirement System (ASRS)
  • Will address your specific needs and situation

Testimonials

I enjoyed the videos because they were short and explained things well. They made me think about my retirement. I was a stay at home mom for almost 20 years and just started teaching 4 years ago. One of the main reasons
I started working was to save for retirement. I enjoyed the video about the 457 versus the 403b. I contribute to the 457 due to my husbands doing and now I understand the difference better. Thank you again. The
videos are well done as I feel you genuinely care about helping us save for retirement and you are very knowledgeable.

Mr. Kriston
2nd Grade Teacher
Desert Mountain Elementary

I enjoyed the videos because they were short and explained things well. They made me think about my retirement. I was a stay at home mom for almost 20 years and just started teaching4 years ago. One of the main reasons I started working was to save for retirement. I enjoyed the video about the 457 versus the 403b. I contribute to the 457 due to my husbands doing and now I understand the difference better. Thank you again. The videos are well done as I feel you genuinely care about helping us save for retirement and you are very knowledgeable.

Mrs. Kristen Dawson
2nd Grade Teacher
Desert Mountain Elementary

With the help of the Retirement Lesson Plan website, prospects, existing clients that have changed districts, lost contact information or just wanted to reach out have found a great tool to use and connect. Dr. Mark Adkins is fantastic at getting the request out to the appropriate hands in a very timely manner. Kudos for giving employees another tool to make things a bit easier for them!

Kim K Aranda
Financial Consultant