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 101 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.


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