Enlighten 567 Review: Detailed Guide & Popular Questions



Are you on the brink of retirement, grappling with financial decisions that will shape your future?

From tax secrets to personalized advice, this company’s got it all but is it Helpful? Let’s Discover.

Establishment and mission

Enlighten 567 is a financial education company that was founded in 2021.

The company’s mission is to educate families across the United States and Canada, enabling them to make informed decisions about their finances.

Enlighten 567 does this by providing free financial education seminars and webinars on a variety of topics, including taxes in retirement, retirement planning, estate planning, 401(k)s, college planning, and investing.

Target audience

Enlighten 567’s target audience is individuals nearing retirement.

The company recognizes that this is a time of life when people are making important decisions about their finances, and they want to provide them with the information and resources they need to make informed choices.

Emphasis on educational resources

Enlighten 567 is committed to providing high-quality educational resources.

The company’s seminars and webinars are led by experienced financial professionals, and the company also offers a variety of online resources, such as articles and videos.

In addition to its educational resources, Enlighten 567 also offers a referral service that connects individuals with financial advisors in their area.

The company carefully vets all of its advisors to ensure that they are qualified and experienced.

Key Features of Enlighten 567

Free Financial Webinars and Seminars:

Enlighten 567 offers a wide range of free financial education webinars and seminars covering various topics crucial for pre-retirees, such as taxes in retirement, retirement planning, estate planning, 401(k)s, college planning, and investing.

These sessions are led by experienced financial professionals and provide valuable insights and guidance to individuals approaching retirement.

Broad Geographic Reach:

Enlighten 567’s services are conveniently available to individuals across the United States and Canada, making it a valuable resource for pre-retirees regardless of their location.

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This extensive reach ensures that individuals have access to essential financial education, regardless of their geographical proximity to physical locations.

Tailored Content for Pre-Retirees:

Enlighten 567’s content is specifically designed to address the unique financial needs and concerns of individuals nearing retirement.

The company’s webinars, seminars, and online resources are carefully curated to provide pre-retirees with relevant and actionable information tailored to their specific stage of life.

Interactive Learning Experiences:

Enlighten 567 employs a variety of engaging and interactive learning techniques to make its financial education programs more effective and enjoyable for participants.

These techniques include interactive exercises, group discussions, and question-and-answer sessions, fostering active participation and deeper understanding among pre-retirees.

Expert Guidance and Referral Services:

Enlighten 567 provides access to experienced financial advisors who can offer personalized guidance and support to individuals seeking tailored financial advice.

The company’s referral service connects pre-retirees with qualified and vetted advisors in their area, ensuring they receive competent and trustworthy financial counsel.

Commitment to High-Quality Education:

Enlighten 567 is dedicated to providing high-quality financial education that is both informative and accessible.

The company continuously strives to update its content and resources to reflect the latest financial trends and regulations, ensuring that pre-retirees receive accurate and up-to-date information.

User-Friendly Online Platform:

Enlighten 567 maintains a user-friendly online platform that provides easy access to its comprehensive financial education resources.

Pre-retirees can conveniently browse through webinars, seminars, and articles, and enroll in online courses at their own pace.

Community Building and Support:

Enlighten 567 fosters a sense of community among pre-retirees by providing opportunities for interaction and support.

The company’s online forums and discussion groups allow individuals to connect, share experiences, and seek advice from peers, creating a supportive network for financial planning and decision-making.

The Better Business Bureau Rating

Enlighten 567 is an accredited business with the Better Business Bureau (BBB) and has an A+ rating.

The BBB is a non-profit organization that focuses on business ethics and consumer protection.

BBB accreditation means that a business has met certain standards, such as being honest, responsive to customer complaints, and operating with integrity.

As of November 24, 2023, Enlighten 567 has received 16 customer reviews on the BBB website, with an average rating of 5 out of 5 stars.

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This indicates that the majority of customers have had positive experiences with the company.

Here is a breakdown of Enlighten 567’s BBB ratings:

  • 5 stars: 94%
  • 4 stars: 6%
  • 3 stars: 0%
  • 2 stars: 0%
  • 1 star: 0%

Enlighten 567 has also received zero customer complaints on the BBB website. This is a positive indicator of the company’s commitment to customer satisfaction.

Unpacking the Educational Resources

Content Overview

Enlighten 567 provides a comprehensive suite of financial education resources specifically designed for individuals nearing retirement.

Their educational offerings encompass a wide range of topics relevant to pre-retirees’ financial planning and decision-making, including:

  • Taxes in Retirement: Navigating the complexities of taxes in retirement, including strategies for minimizing tax liability and maximizing retirement income.
  • Retirement Planning: Developing a personalized retirement plan that aligns with individual goals, risk tolerance, and financial circumstances.
  • Estate Planning: Protecting assets, ensuring the orderly transfer of wealth to heirs, and minimizing estate taxes through effective estate planning strategies.
  • 401(k) Planning: Maximizing the benefits of 401(k) plans, including understanding contribution limits, investment options, and withdrawal strategies.
  • College Planning: Strategically planning for college expenses, exploring financial aid options, and minimizing the financial burden on families.
  • Investing: Understanding investment fundamentals, developing an investment strategy that aligns with risk tolerance and retirement goals, and making informed investment decisions.

Relevance to Pre-Retirees’ Financial Concerns

Enlighten 567’s financial education resources are carefully curated to address the unique financial concerns and challenges faced by individuals nearing retirement.

The company’s content is grounded in real-world scenarios and tailored to the specific needs of pre-retirees, providing practical guidance and actionable strategies.

Key areas of focus include:

  • Retirement income planning: Ensuring a steady stream of income throughout retirement, exploring various income sources, and managing retirement savings effectively.
  • Healthcare costs: Understanding and preparing for rising healthcare expenses in retirement, navigating Medicare and other health insurance options, and planning for long-term care needs.
  • Longevity risk: Addressing the risk of outliving retirement savings, developing strategies to extend the lifespan of retirement funds, and considering longevity insurance options.
  • Risk management: Understanding and managing investment risks, diversifying portfolios, and protecting assets from potential market downturns.
  • Estate planning considerations: Ensuring the orderly transfer of assets to heirs, minimizing estate taxes, and planning for potential incapacity.
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User Testimonials and Success Stories

Enlighten 567 has received numerous positive testimonials from pre-retirees who have benefited from their financial education programs.

These testimonials highlight the effectiveness and impact of the company’s resources on individuals’ financial planning and decision-making.

The Impact of Enlighten 567

Enlighten 567 has made a significant impact on individuals nearing retirement by providing them with the knowledge and tools they need to make informed financial decisions and achieve their retirement goals.

The company’s comprehensive financial education programs, personalized guidance, and supportive community have empowered pre-retirees to take control of their finances and secure a financially comfortable retirement.

How does Enlighten 567 stand out in the crowded market?

Enlighten 567 stands out in the crowded financial education market by offering a comprehensive and tailored approach that specifically addresses the needs of individuals nearing retirement.

Here are some key factors that set Enlighten 567 apart:

  • Focus on pre-retirees: Enlighten 567’s educational resources and guidance are specifically designed for individuals nearing retirement, ensuring that the content is relevant, relatable, and addresses their unique financial concerns.
  • Practical and actionable information: Enlighten 567’s webinars, seminars, and online resources provide practical and actionable information that pre-retirees can apply to their own financial situations. The company focuses on real-world scenarios and strategies that can be easily implemented.
  • Personalized guidance and support: Enlighten 567 offers personalized guidance and support to pre-retirees through its referral service, connecting them with qualified financial advisors who can provide tailored advice based on their individual circumstances.
  • User-friendly and accessible platform: Enlighten 567’s online platform is user-friendly and accessible, making it easy for pre-retirees to find and utilize the company’s comprehensive financial education resources.
  • Positive reputation and testimonials: Enlighten 567 has a strong reputation with the Better Business Bureau (BBB) and has received numerous positive testimonials from pre-retirees who have benefited from their programs.


Enlighten 567’s financial education resources offer a valuable and comprehensive approach to financial planning for individuals nearing retirement.

The company’s in-depth content, tailored to pre-retirees’ specific needs, has garnered positive feedback and success stories from participants.

Enlighten 567’s commitment to providing high-quality and accessible financial education empowers pre-retirees to make informed decisions and achieve their financial goals with confidence.

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