Baby Boomer & Gen X Retirement Course
Build Your Roadmap to a Secure Retirement
Join us for a complimentary three-hour, hands-on class designed to guide you through the complexities of retirement financial planning using proven strategies.
Our classes are held at local universities
“If you fail to plan, you are planning to fail!”
-Benjamin Franklin
About the Class
Our Retirement Planning 101 Class offers an in-depth exploration of the key aspects of retirement planning that matter most. We skip the basics and dive straight into the essential topics you need to understand to build a successful retirement plan. Through real-life case studies and interactive discussions, you'll gain valuable insights tailored to your unique situation.
Everyone who attends will receive a free, no-obligation, comprehensive retirement plan.
Class Syllabus: What You'll Learn
1. 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
2. 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
3. Case Studies
Your instructor will take you through a series of 5 case studies using anonymous data from existing client cases.
Have Questions About the Class?
We provide a free 'Get Acquainted' meeting to explain our services and determine if they are the right fit for you.