How to retire with confidence!
Join Us For A Complimentary 90 minute Retirement Financial planning Course On How To Plan Your Retirement Using Proven Strategies.
About the class
De-Risk Your Retirement: Retirement Planning class is an in-depth look into the many nuances of retirement financial planning. We don’t waste your time reviewing basic principles; we focus our time on the important topics you need to understand to build a successful retirement plan. We review actual case studies while allowing you the opportunity to ask specific questions.
Everyone who attends is eligible to receive a free, no-obligation, in-depth personal strategy session and retirement plan.
RETIREMENT FINANCIAL PLANNING CLASS 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
