Our Mission:
To strengthen financial literacy across the Pacific Northwest by providing free, classroom-style education so everyone can make clear, confident decisions about their Retirement.
With practical, classroom style education and a focus on real life, we help Northwest families understand retirement decisions so money feels like a tool they can use, not a source of constant stress.
The Northwest Retirement Institute is a nonprofit education effort created for everyday savers who are in or nearing retirement. We design and deliver workshops on retirement income, taxes, investing, healthcare costs, and legacy planning. Our curriculum is developed in collaboration with Leverage Planners Wealth Management, a local fiduciary advisory firm, and presented in a clear, product neutral format. Classes are hosted with libraries, community centers, and other local groups so they stay accessible and free to attend.
Our programs focus on the specific challenges that retirees and “blue jean millionaires” face, not generic money advice. We use plain language, real case examples, and simple visuals to show how income, taxes, healthcare, and inheritance decisions fit together. Participants leave with a sharper understanding of where they stand today and which issues may deserve attention next. By raising retirement literacy across the region, we aim to help more neighbors step into their later years with confidence, stability, and a plan that fits the life they want to live.
Our Relationship With Leverage Planners
Northwest Retirement Institute hosts general retirement education as a nonprofit. Northwest Retirement Institute partners with Leverage Planners Wealth Management, LLC as a speaker for our classes and seminars.
Leverage Planners Wealth Management, LLC is a Washington State registered investment advisor that offers personalized planning and investment advisory services under a separate engagement.
Attending a class, visiting this website, or receiving materials from Northwest Retirement Institute does not make you a client of Leverage Planners Wealth Management, LLC or any advisor.
Important Information and Compliance
Northwest Retirement Institute provides educational content only. Nothing in our classes, handouts, or website is individualized investment, tax, or legal advice, and it should not be the sole basis for financial decisions.
If you choose to pursue personal planning, that work is done separately through Leverage Planners Wealth Management, LLC under its own agreements and fees.
Always consult your own qualified investment, tax, and legal professionals about your specific situation.