Being a school teacher, I meet many fellow educators who know very little about retirement investing. As an investing enthusiast, I considered taking the series 65. In doing so, my hope was to one day meet with a few teachers each year as an IAR and provide retirement investing training/education so that one day they would feel confident enough to handle their own retirement accounts while feeling knowledgeable (and hopefully outgrow me).


I have no desire to manage money or handle someone’s portfolio. Running my own RIA while still being a school teacher seems a bit overkill. Are there other options for those of us only wanting to provide investment advice/training as a side gig? Setting out to provide services to 4 or 5 people a year would mean I would likely end up paying more to keep an RIA operating than I would ever take in.