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.
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 Planning
Income Planning
Investment Planning
Healthcare Planning
Estate Planning
And so much more...