A free three-hour, intensive, hands-on retirement financial planning class held at colleges and universities throughout the Colorado Springs metro area.
About the class
It’s a hands-on deep-dive into all the nuances of retirement financial planning. We don’t waste your time reviewing the most basic principles, we focus our time on important topics you need to understand to build a successful retirement plan. We will review several case studies and allow you the opportunity to ask specific questions.
All who attend one of our classes 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?
II. Income Planning
Losses Hurt You More Than Gains Help You
Conflicts of Interest
What’s Your Income Stream?
What Does Your Pensions Look Like?
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.