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.

Greater Grand Rapids Area

Tuesday, October 4th
– or- 
Wednesday, October 5th
6:00 pm – 8:30 pm
Haworth Hotel
225 College St
Holland, MI 49423

Wednesday, October 19th
– or- 
Thursday, October 20th
6:00 pm – 8:30 pm
Crossroads Conference Center
6611 Clay Ave SW
Grand Rapids, MI 49548

Tuesday, November 1st
– or- 
Wednesday, November 2nd
6:00 pm – 8:30 pm
GVSU Alumni House
1 N Campus Dr
Allendale, MI 49401

Capital Area

Tuesday, October 4th
Thursday, October 6th

6:00 pm – 8:30 pm
Hannah Community Center
819 Abbot Rd
East Lansing, MI 48823

Tuesday, November 8th
Wednesday, November 9th

6:00 pm – 8:30 pm
LCC – West Campus
5708 Cornerstone Dr
Lansing, MI 48917