Join Us For A Complimentary 1 1/2 Hour Retirement Financial Planning Course On How To Plan Your Retirement Using Proven Strategies.
About the class
Retirement Planning 101 is a hands-on, 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 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 Pension 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.
