How to retire with confidence!
Join Us For A Complimentary Three-Hour Retirement Financial planning Course On How To Plan Your Retirement Using Proven Strategies.
About the class
Retirement Planning 101 is a hands-on, in-depth look into the many nuances of retirement financial planning. We don’t waste your time reviewing basic principles; we focus our time on the important topics you need to understand to build a successful retirement plan. We review actual case studies while allowing you the opportunity to ask specific questions.
Everyone who attends is eligible to receive a free, no-obligation, in-depth retirement plan.
RETIREMENT FINANCIAL PLANNING 101 SYLLABUS
I. Filling the Gaps In Retirement
- Gaps = “Income Problems”
- Health Care Options for Early Retirees
- Long Term Care
- What Happens After You Are Gone?
- Tax Analysis
II. Income Planning
- Inflation
- Market Volatility
- Losses Hurt You More Than Gains Help You
- Conflicts of Interest
- Fee-Based Fiduciaries
- What’s Your Income Stream?
- What Does Your Pensions Look Like?
- Social Security
- Accumulation Phase
- Distribution Phase
- Retirement Income Myths
III. Case Studies
Your instructor will take you through a series of case studies using anonymous data from existing client cases.
Attend a Class
There is no cost to attend the course, but you must register.
The goal of this class is to give you the tools you need to put together a written financial plan that will help guide you to and through retirement. Those who attend one our classes have the opportunity for a free, no-obligation, in-depth retirement plan.
Classes are from 6pm - 8:30pm
