Retirement Planning 101 Class
A free three-hour, intensive, hands-on retirement financial planning class.
Discover How to Retire with Confidence!
Join Us For A Complimentary Three-Hour Retirement Financial Planning Course To Plan Your Retirement With A Proven Strategy.
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?
- 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.
Schedule Your Complimentary Consultation
What better time than now to book a discovery call and
get to know the Summit team?
We invite you to connect with us today so we can get acquainted. By the end of this complimentary meeting, you’ll know exactly whether our services are right for you.
michael.wofsey@fta-ria.com
Phone
(203) 428-4254
(208) 627-5940
Address
48 Union Street Suite 1C
Stamford, CT 06906
409 Coeur D Alene Ave
Coeur D Alene, ID 83814