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Education 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
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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 – Retirement Freedom Formula + Living Trust Package
Everything included in the base program, plus a fully prepared Revokable Living Trust for complete estate protection.
Why Choose NRI’s Retirement Freedom Formula?
Unlike generic seminars or cookie-cutter courses, this program combines education + execution.
You don’t just learn—you leave with a personalized Retirement Blueprint ready to put into action.
👉 At NRI, we cut through the noise and give you the clarity, tools, and strategies to live the retirement you’ve always imagined.
Keep More, Grow More, Live More Workshop:
A private workshop for entrepreneurs who are ready to build real business wealth and finally stop watching their profits evaporate at tax time.
You work your tail off, you bring in the revenue, then April rolls around and the IRS takes a healthy bite because nobody ever sat you down and explained how the wealthy actually file their taxes. Not the fluffy seminar version, the real tax code strategy that keeps high earners from bleeding cash every single year.
You have heard the recycled pep talks before, the same old stories that get a room fired up for twenty minutes, then leave you right back where you started.
This workshop is the exact opposite.
You will learn how true wealth builders use the government’s own rules to keep more of what they earn. You will see how they structure their businesses, how they capture deductions the average owner never touches, and how they get the IRS to help fund investments that grow genuine passive wealth. No theory, no hype, just the playbook that creates the kind of financial freedom most people never experience.
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