4550 West 77th Street, Minneapolis MN 55435
(952) 900-2417
WEEKDAYS: 8:00am - 6:00pm. SATURDAY: 8:00am - 12:00pm. SUNDAY: CLOSED
About Us
Empowering Retirees Through Education—Not Sales
HOME / About Us
The National Retirement Foundation is dedicated to providing free, unbiased financial education to individuals 50+ who are planning for or currently in retirement.
Our Goal is simple: to equip retirees with the knowledge they need to make informed financial decisions—without any sales pitches or product promotions.
Our Philosophy: Education Over Sales. Knowledge Over Pressure. We believe that financial literacy is the key to a secure and confident retirement. Our philosophy is simple: empower, educate, and never sell.
Our Instructors: Nationwide Partnerships with Financial Educators. To bring the highest quality education to communities across the country, we partner with experienced financial professionals who share our commitment to financial literacy. These instructors volunteer their time to teach retirees how to navigate the complexities of taxes, investments, and estate planning.
Our Commitment: 100% Education, 0% Sales – Our courses are purely educational, with no product pitches or financial solicitations. Taught by Qualified Experts – Every instructor is vetted to ensure they provide accurate and relevant financial insights. Accessible to All – Our mission is to make financial literacy available at no cost to those who need it most.
What We Offer: We believe that education is the foundation of a confident retirement. That’s why we provide expert-led classes covering Tax-Efficient Retirement Strategies, Maximizing Social Security Benefits, Retirement Income Planning, Estate & Legacy Planning. Our courses are available both in-person and online so you can learn at your convenience.
This Month's Featured Instructors
Vince Oldre, CFP®
Minneapolis, MN
His dad had him running the vending machines in the office to learn how to manage finances, learn ways to save money, and understand how to invest. Today he carries on his father’s legacy. After years as a financial planner, he started CFG Retirement, choosing that name to honor his father and the profound impact he had on families in the Twin Cities for nearly three decades.
“Don’t be afraid to spend your money and create memories with your friends and loved ones,” Vince says. “With a solid retirement income plan in place, you should enjoy the best of your golden years with confidence.”
Michael Mezheritskiy, FP
Avon, CT
With over 23 years of experience, Michael is committed to helping people create strategies, which will help them pursue their financial goals and objectives.
In 2024, Michael was named one of the “Top 200 Advisors to Watch” in the country, a prestigious recognition that highlights his commitment to delivering exceptional financial planning and investment management services to high-net-worth individuals.
Tod Long, FP
Frisco, TX
With over 15 years of experience helping individuals and families plan for a secure retirement, Tod Long brings a deep understanding of retirement income planning, tax-efficient strategies, and wealth protection solutions. As the founder of Long Financial Services, Tod specializes in helping pre-retirees and retirees navigate critical transitions with clarity, confidence, and peace of mind.
As a proud grandfather and family man, Tod believes retirement is more than a number—it’s about freedom, fulfillment, and leaving a legacy. He partners with the National Retirement Foundation to ensure every client gets unbiased guidance backed by a network of trusted financial professionals.
Darryl Stein, FP
Fort Lauderdale, FL
With over 50 years of combined industry experience across his team, Darryl offers services like financial planning, retirement strategies, investment guidance, education funding, and estate planning. As an independent advisor, his recommendations are always tailored to each client’s unique goals and needs.
Darryl grew up in Philadelphia in a family of five. He loved when his dad got off work early to watch him in Little League baseball—moments like that made a lasting impact. Today, he carries those values forward, cherishing time with his wife and children.
