Retirement Planning 101 Class

A free 2 1/2 hour intensive, hands-on retirement financial planning class in the Los Angeles Area.

How to retire with confidence!

Join Us For A Complimentary 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 Pensions 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.

Attend a Class

There is no cost to attend the course, but you must register.

The goal of this class is to give you the tools you need to put together a written retirement financial plan that will help to guide you to and through retirement. Those who attend one of our classes have the opportunity for a free, no-obligation, in-depth retirement plan.

Classes are from 6pm-8pm

THERE’S NO TIME LIKE THE PRESENT

Let’s Schedule a Discovery Call

We offer a complimentary “Get Acquainted” meeting to describe our services and to see if our services are right for you.