Baby Boomer & Gen X Retirement Course

Build Your Roadmap to a Secure Retirement

Join us for a complimentary three-hour, hands-on class designed to guide you through the complexities of retirement financial planning using proven strategies.

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Our classes are held at local universities

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“If you fail to plan, you are planning to fail!”
-Benjamin Franklin

About the Class

Our Retirement Planning 101 Class offers an in-depth exploration of the key aspects of retirement planning that matter most. We skip the basics and dive straight into the essential topics you need to understand to build a successful retirement plan. Through real-life case studies and interactive discussions, you'll gain valuable insights tailored to your unique situation.


Everyone who attends will receive a free, no-obligation, comprehensive retirement plan.

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Class Syllabus: What You'll Learn

1. 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


2. 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


3. Case Studies

Your instructor will take you through a series of 5 case studies using anonymous data from existing client cases.


Have Questions About the Class?

We provide a free 'Get Acquainted' meeting to explain our services and determine if they are the right fit for you.

Speak with an Advisor
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