How to retire with confidence!

About the class

It’s a hands-on deep-dive into all the nuances of retirement financial planning.  We don’t waste your time reviewing the most basic principles, we focus our time on important topics you need to understand to build a successful retirement plan.  We will review several case studies and allow you the opportunity to ask specific questions.

All who attend one of our classes 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 5 case studies using anonymous data from existing client cases.