Register for our...
Retirement Planning 101 Class
A free three-hour, intensive, hands-on retirement financial planning class
How to retire with confidence!
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
INCOME PLANNING
- Social Security
- Pensions
- Efficient Withdrawal Strategies
- Losses Hurt You More Than Gains Help You
FINANCIAL CONCERNS
- COVID-19 has changed the market; what now?
- How to help protect your profits from a volatile market
- Preparing for inflation and taxes
- Understanding the differences between advisors
- Running out of money and strategies to help
PREPARING FOR THE UNEXPECTED
- How to determine your worst case scenario: Survivorship Planning
- Planning for longevity
- Health Care planning
- What happens after you’re gone?
14603 Hayes Rd,
Apple Valley, MN 55124
ATTEND A CLASS!
Join Us For A Complimentary Retirement Financial Planning Course To Plan Your Retirement With A Proven Strategy.
When?
Tuesday,
April 11th
6:00 PM – 8:30 PM
-or-
Thursday,
April 13th
6:00 PM – 8:30 PM
Where?
Apple Valley Community Center
CONTACT US
Fill out the form below and we will get back to you shortly or call (952) 855-1198 or email [email protected]