Women, Wealth, & Retirement

An exclusive retirement planning course for women


Whether you’re approaching retirement or already enjoying the golden years, our class provides valuable insight and strategies to guide your path. Women, Wealth, & Retirement is perfect for women seeking clarity, confidence, and control over their retirement journey.

Empowering Women to Retire with Confidence!

About the class

Women have unique challenges when planning their retirement.

    • Statistically, women live longer than men.
    • On average, women earn less over their lifetime.
    • Women are more likely to experience career break or work part time.

    In a world that often overlooks the unique financial challenges women face, we recognized a need. Our mission is to help women navigate these differences, building a tailored retirement plan that addresses their specific needs and goals.

    Join us as we take a hands-on, deep-dive into all the nuances of retirement financial planning. We won’t waste time by 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 will have the opportunity to receive a free, no-obligation, in-depth retirement plan.

    Topics We Will Cover

    Filling the Gaps in Retirement

    Understanding where the gaps are in your retirement planning, and learning strategies to fill them, ensures a smooth and secure transition into retirement. This concept is especially significant to women due to several unique factors and challenges, such as longer life expectancy and the potential need for long term care; career breaks; wage disparities, etc.

    Income Planning

    We will explore diverse strategies to build a reliable income stream that aligns with your goals. Various sources of retirement income, such as social security, pensions, and other retirement accounts will be reviewed. We will also discuss the influence of inflation and taxes, and why it is important to know the difference between your accumulation phase and distribution phase of retirement planning.

    Social Security

    Unlocking the potential of Social Security benefits can be complex. We will take time to talk about maximizing benefits, including specific options for widows and divorcees.

    Case Studies

    We will wrap up everything discussed by applying it to real-world examples. The hypothetical case studies illustrate how difference concepts and strategies can be applied to unique situations and how comprehensive planning can shape successful retirement outcomes.

    Register Now

    Tuesday, April 30th
    – or –
    Wednesday, May 1st
    6:00 pm – 8:30 pm
    Haworth Hotel

    225 College Ave, Holland, MI 49423

    Tuesday, June 25th
    – or –
    Thursday, June 27th
    6:00 pm – 8:30 pm
    KDL – Kentwood Library

    4950 Breton Rd SE, Kentwood, MI 49508