Retirement Planning 101 Class

A free three-hour, intensive, hands-on retirement financial planning class

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.


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.


Join Us For A Complimentary Retirement Financial Planning Course To Plan Your Retirement With A Proven Strategy. Courses Held in Greater Grand Rapids And Capital Areas. 

Grand Rapids

Tuesday June 8th
Thursday June 10th

6:00pm – approx 8:30pm

Calvin University
Prince Conference Center – The Board Room
1800 E. Beltline Ave SE, Grand Rapids, MI 49546

East Lansing

Tuesday June 8th
Thursday June 10th

6:00pm – approx 8:30pm
Michigan State University
Kellogg Conference Center – Big Ten
219 South Harrison Rd, East Lasing, MI 48824
*Present parking ramp ticket to receive free parking voucher