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Educators
Bringing Retirement Education to Communities Nationwide
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At the National Retirement Foundation, our educators are experienced financial professionals who are passionate about helping retirees make informed decisions—without any sales pressure.
We partner with trusted financial instructors across the country to provide free, unbiased educational courses on tax strategies, social security, retirement income planning, and estate planning.
Why Our Educators Stand Out
Experienced & Knowledgeable – Our instructors are vetted professionals with years of expertise in retirement planning.
Education-First Approach – They volunteer their time to teach, with no sales pitches or product promotions.
Committed to Financial Literacy – Each educator shares our mission of making retirement education accessible to all.
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.
