University of Michigan where income planning classes are offered.

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In our Retirement Education courses, we spend over 7-hours with you drilling deeper into real retirement strategies for you to apply to your own situation that aren't a "one-size fits all" solution. Learn how you can live the retirement you've earned.

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Kirk Cassidy hosting income planning classes in Rochester Hills, MI

ARE YOU FINANCIALLY LITERATE?

Take this 6-questions quiz to test your basic financial knowledge.

TAKE THE QUIZ
Oakland University where income planning classes are offered.

ARE YOU REALLY READY FOR RETIREMENT?

If you are 50 years or older and want to make sure your retirement income strategy is set up to help you thrive regardless whether we are in a good economy or bad, then don't miss one of our upcoming retirement education courses held at all the local universities: University of Michigan in Ann arbor, Michigan State University at Novi and Troy, Eastern Michigan University in Ypsilanti, Oakland University in Rochester.

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The #1 Risk to Your Retirement Plan

Learn how detrimental Sequence of Return Risk can be for those who are in or nearing retirement. Without a plan to combat Sequence of Return Risk, retirees run the risk of being forced to adjust their lifestyles, or worse; outliving their money entirely. Click on the Sequence of Return Calculator to see how the order in which market returns occur can impact the outcome of your retirement.

SEQUENCE OF RETURN CALCULATOR

Access Whitepaper
Sequence of Return Risk Guide
Michigan State University where income planning classes are offered.

IT'S MORE THAN INFORMATION, IT'S FINANCIAL EDUCATION

Our experienced and knowledgeable instructors will go through the myths and misconceptions about retirement. You will learn why the financial industry's "general" rules will more than likely fail you and they will teach you how to construct a custom retirement plan to better suit your needs.

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A customer taking income planning classes in Rochester Hills, MI

WHO SAID TAX PLANNING IS JUST FOR THE ULTRA WEALTHY?

Our webinar will show you ways to help keep more hard-earned dollars in your account, the mistakes that can leave your spouse with higher taxes and lower income after you're gone, and how to manage your tax bracket to reduce (or even eliminate ) certain taxes.

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Tuition is $29

- Proceeds from courses go to charity -

Through our retirement education course you will learn the tools needed in order to have the best retirement possible and avoid many of the mistakes other retirees and pre-retirees make, such as not allowing short-term market events to impact your spending and investing decisions, as well as avoiding one of the biggest risks to a baby boomer's retirement, Sequence of Return Risk. Income is what will drive your performance in retirement, not the investment you choose.

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GET YOUR CLASS SYLLABUS

These classes are appropriate for ages 50+ with a minimum of $250K of investable assets.

It's time for you to refocus and educate yourself...

This new phase of your life is vastly different than all those years spent working, saving, and serving money. You will now need to make the difficult transition to letting the resources you've accumulated serve you in retirement. The strategies needed to provide the best outcomes are different from those used while working and accumulating your wealth. You should now be focused on:

  • Preservation/distribution of resources, not growth at all costs
  • Income planning: strategically withdrawing from your accounts to minimize tax consequences and to eliminate sequence of return risks
  • Income sources you can never out live and depend on in down markets
  • Mapping your income out in a way that you can understand and follow throughout retirement

Having a financial strategy is essential for reaching your retirement goals, having knowledge is essential to making good decisions, and having a plan mapping out your retirement empowers you to spend confidently to live your best retirement possible.

 

In our course, we'll spend over 7 hours teaching:

  • tax

    Tax Planning

  • income

    Income Planning

  • investment

    Investment Planning

  • healthcare

    Healthcare Planning

  • estate

    Estate Planning

  • And so much more...

Download Our Whitepaper

ACCESS WHITEPAPER

Listen to the Retirement Education Hour with Kirk Cassidy & Dr. Paul Metler every Sunday night at 8pm, after 60 Minutes on WWJ 950

WWJ 950 NewsRadio

Attend a Webinar

A customer taking income planning classes in Rochester Hills, MI
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OUR FOUNDATION

Your Instructors:

Kirk Cassidy

Your instructor Kirk Cassidy is a nationally recognized speaker and educator. Kirk has also written a quarterly article for Kiplinger, is featured on Fox 2 Detroit, and is the lead instructor for the Retirement Education Foundation. He has helped thousands of people all over the country retire with a comprehensive retirement plan that best fits their needs. He will teach how proper tax planning can help increase asset performance and reduce the chances of retirees outliving their money without taking on greater risk. He has developed an asset allocation model that provides clients with a roadmap to help preserve and distribute financial assets, while also helping to increase their wealth throughout retirement. You will learn from him how this model, which integrates guaranteed* income planning, wealth management, tax-minimization strategies, long-term-care planning and legacy planning can set you up to enjoy the type of retirement you’ve always dreamed of. Kirk has extensive experience in charitable planning and helping retirees utilize charitable strategies that allow them to fulfill their philanthropic goals while more effectively managing tax liabilities in retirement bringing strategies to the middle class that have historically been reserved for the extremely wealthy. Kirk holds a Series 65 securities license, which makes him a fiduciary, as well as a life insurance license in Michigan and many other states.

Kirk Cassidy

Kirk Cassidy

Paul Metler

Your instructor Dr. Paul Metler, Psy.D., MBA, has 20 years of experience in clinical, academic, administrative and executive leadership positions in public and private health care systems. Paul has developed and managed several businesses in both the private and public sector, serves as adjunct faculty at Western Michigan University and has been a guest speaker and presenter on several topics related to aging within hospital, clinical, governmental and business settings. Paul draws on his substantial experience working with retirees and their families, helping them cope with the financial challenges that come with aging and the retirement process. He is well-versed in the issues that arise in the aging process, including decisions regarding health care decisions and end-of-life care. He understands and appreciates the financial, physical, psychological and developmental challenges that often occur during the stage of life when an individual transitions from the working years to retirement and will help prepare you for all these major life events on the horizon. Paul holds a life insurance license in Michigan, a Series 65 securities license, and CDFA® (Certified Divorce Financial Advisor).

Paul Metler

Paul Metler

Josh Jackson

Your instructor Josh Jackson has spent his entire career in the financial services industry transitioning from a national consulting firm for independent financial advisors where he lead the planning team, to an independent advisor working with those prepping for retirement and those already retired. Over the years Josh has been able to work with advisors and clients to help them plan for the different challenges presented leading up to and in retirement. He will pull from this extensive background to help educate you on all the obstacles that lay ahead and how to best prepare yourself from falling into these traps that many other pre-retirees/retirees let devastate their retirements. Josh holds a Series 65 securities license, MI Life & Health Insurance license, and has earned the RICP® (Retirement Income Certified Professional) designation.

Josh Jackson

Josh Jackson

Marc Wander

Your instructor Marc Wander is an estate planning attorney. Marc has 28 years of experience practicing estate planning, elder law, and business succession planning. He is a member of WealthCounsel (a nationwide association of Estate Planning Attorneys) and a former President of the Society of Financial Service Professionals-Detroit Chapter. He is a frequent continuing education speaker to insurance agents, financial advisors, CPA’s and financial industry organizations. Marc uses his knowledge and experience to help educate families on how to plan for life, deal with death, resolve potential conflicts, and create a lasting legacy for beneficiaries.

Marc Wander

Marc Wander