Center for Retirement Education™

The customized, single-day and multiday programs we’ve created offer pre-retirement and retirement planning for all employees, covering vital topics such as employee benefits, investment counseling/planning, tax planning and Social Security. We also offer individual planning sessions as well as customized group sessions for companies and organizations.
The history and evolution of our program

During the past 20 years, Wagener-Lee, and Richard Wagener in particular, has provided hundreds of retirement seminars and thousands of individual counseling sessions with company employees.

This commitment to employee and investor education helps dozens of small businesses, corporations, nonprofits, unions and other organizations and has played an integral part in our own firm’s history and evolution.

Early in the 1980s, Rick Wagener and the firm created the first employee financial and retirement seminars for the Westinghouse Corporation. During the following five years, Rick Wagener led dozens of in-depth, three-day group seminars. Employees were taught classes on investing, taxes, estate planning and their company retirement benefits.

In the 1990’s, Rick Wagener joined the faculty of the Community College of Baltimore as an adjunct professor and assisted in creating the Center for Retirement Education. The center was designed to provide retirement education to employees of major corporations in the Baltimore-Washington area. Rick Wagener was the lead faculty who taught classes on-site at company locations. In 1996, he was recognized as Outstanding Faculty Member of the Year.

Wagener-Lee continues to provide company-sponsored pre-retirement classes to assist employees in preparing for the financial, economic and social stages of retirement. Call on Wagener-Lee to create an educational benefit for your employees.

Rick has taught retirement education at more than 25 companies, including:

  • Westinghouse Corporation
  • Northrop Grumman
  • Martin Marietta
  • Bendix
  • Marriott Hotels
  • The World Health Organization
  • Johns Hopkins Hospital
  • Johns Hopkins Applied Physics Lab
  • Johns Hopkins University
  • Black & Decker Corporation
  • McCormick & Company
  • Nations Bank (now Bank of America)
  • Sweetheart Cup
  • Baltimore Gas & Electric


Wagener-Lee LLC, Rick Wagener and Raymond James are independent from, and are not affiliated with nor endorsed, authorized, or sponsored by the companies listed above.

Contact us to learn more

If you would like to learn more about having a single-day or multiday program or customized education sessions for your company from the Center for Retirement Education™, please contact us.