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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.

Course Modules at a Glance

The Retirement Freedom Formula takes you step-by-step through everything you need for a lasting retirement strategy.

Truth & Myth Busting – separate fact from Wall Street fiction

When Can You Retire? – real retirement readiness vs. balance myths

Pay Money vs. Play Money – living securely vs. enjoying freely

Income vs. Account Value – why balances don’t equal retirement security

Safe Money Strategies – balancing growth & protection

Understanding Fees – uncovering hidden costs & how to minimize them

Annuity 101 – cutting through the noise with clarity

True Diversification – building real protection into your portfolio

Taxes A–Z – how taxes impact income & wealth

401(k) & IRA Essentials – maximizing retirement accounts

Self-Directed IRA's

Building Passive Wealth

Tax Savvy Business Structuring

Social Security Strategies – maximizing lifetime benefits

Medicare 101 – choosing coverage with clarity

Long-Term Care Planning – protecting against extended care costs

Trust vs. Will – estate planning made clear

Tying It All Together – creating a complete, customized plan

Bonus Module: Wealth Building - How the Rich Do Taxes, Use Retirement Accounts and Build Passive Wealth

Our NRI Academy Packages

The Retirement Freedom Formula

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
I

The Retirement Freedom Formula + Living Trust Package

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.

SONIC BOOM SUMMIT 2026

There has never been a summit like this!

Sonic Boom Summit is designed for entrepreneurs who want their money to work as hard as they do.

YOU built the business. YOU created the income. But when it comes to turning that success into real, usable wealth, the path is often unclear. Growth feels slower than it should. Taxes take more than expected. And too much of your financial future depends on factors you can’t control.

Sonic Boom is a three day, high impact experience built specifically for entrepreneurs who want clarity, control, and forward momentum.

At this summit, YOU’ll learn how passive wealth is intentionally built through self directed strategies, income producing assets, and smart tax architecture. You’ll see how these elements work together to create stability, efficiency, and long term growth without adding unnecessary complexity to an already full life.

This is not about being wrong before. It’s about learning what most entrepreneurs are never shown.

Over three focused days, YOU’ll gain a clear understanding of a proven passive wealth strategy and what it takes to implement it successfully. And you won’t be left on your own after the event. You’ll have access to five years of structured support to help you apply what you’ve learned, adapt as your business evolves, and keep moving forward.

Sonic Boom is for entrepreneurs who value their time, want their success to translate into lasting wealth, and are ready for a smarter, more intentional approach.

If YOU want confidence in your financial direction and a clear path toward passive wealth, this is where it begins.

This is Sonic Boom Summit.

Contact Us

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

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