Retirement Education for Lifelong LearnerS

Current Courses:

Planning and Coordinating Your Retirement Course

Indiana Wesleyan University

West Chester Campus

9286 Schulze Drive, West Chester, OH 45069

Choose the Day/Time that’s best for your schedule:

Saturday, April 5th, 2025 from 8:30am to 12:00pm
Saturday, April 12th, 2025 from 8:30am to 12:00pm

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(If Applicable)

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You will receive an event confirmation and other pertinent details (instructions, course room #, free parking information, etc) via email from Registration@Edifyretirement.com

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Please email: Registration@EdifyRetirement.com

OUR MISSION

We believe the financial industry falls short in preparing people for Retirement. Our Independent, Academic-Based, Retirement Courses teach pre-retirees and current retirees how to achieve a more confident Retirement. We’ll unravel complex financial jargon, provide a step-by-step guide for comprehensive Retirement preparation, and differentiate between industry professionals (CPAs, CFPs, FAs, IAs, IARs, etc.) in an approachable, educational, and fun setting.

our courses

- The 4 Pillars of Retirement Planning
- Investment strategies and risk management, tailored to your individual needs
  Tax planning and legal/estate planning
- Steps you can take to help avoid outliving your money
- The truth about annuities
- How to protect your portfolio in turbulent economic times
- How to maximize your tax-qualified plans (401k, IRA, 403b, 457, Pension) by knowing the rules
- How to manage medical and long-term care costs in retirement
- How to get your estate in order by understanding wills, trusts, probate and tax-efficient distribution of wealth
- Retirement income planning and Social Security maximization strategies
- Individuals and couples between the ages of 50 and 70
- Those concerned that current events and economic conditions might have a negative impact on their retirement plans
- Investors looking for other perspectives or ideas
- Baby Boomers who aren't getting ready to or have already retired or are looking for guidance based on recent research
- Recent and projected shifts in the economy and their impact on financial markets can significantly impact your plans for retirement if you don’t understand the risks
- Understanding and managing investment risk before or early into retirement can make a huge difference in your long-term results
- Knowing what’s important in planning for retirement will help you assess your own readiness and allow you to address any shortcomings
- Great first step towards taking control of your retirement plan and discovering resources where you can find help
- You only get one shot at retirement. Make it count

MEET THE TEAM

Justin McGuffey

IAR, IA
As an independent financial professional with over 20 years of experience in the financial services industry and a degree in Business from Miami University of Ohio, Justin believes that helping people with their financial lives can make a big impact.
Justin is an Investment Advisor Representative (IAR) and Independent Agent (IA) maintaining multiple licenses. He specializes in preparing and guiding people throughout the various financial life stages by educating and through proper financial advice and Retirement planning.

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Casey Croysdale

CFP®, IAR, IA
As a CERTIFIED FINANCIAL PLANNER™ and independent financial professional with over 20 years of experience in the financial services industry as well as a degree in Business from Miami University of Ohio, Casey has a passion for educating and helping individuals and couples achieve their Retirement goals.
While a native Ohioan, Casey resides in Northern Kentucky with his wife, Magen, and dogs, Lennon, Lucy, and Ringo. He is also an Investment Advisor Representative (IAR) and Independent Agent (IA) maintaining multiple licenses.

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Brion Walters

CFP®, ChFC®, CLU®
Brion Walters is an independent financial professional with over 25 years of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant, he offers expert guidance on all areas of Retirement. He is a fiduciary, ensuring that his advice always prioritizes the best interests of his clients.
As a father of five, Brion understands the importance of family financial security and is dedicated to helping clients better understand and achieve all of their Retirement needs and goals.

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