1

During the Life Planning section, we'll discuss what Life Planning for retirement is, and we'll go through an exercise to help you with life planning for your retirement.

2

During the Needs and Expenses section, we'll discuss how to estimate your annual expenses during retirement, includinghow to factor in taxes, healthcare costs, and inflation.

3

During the Roadblocks and Mistakes section, we'll discuss common problems that can pop up and completely derail otherwise sound retirement planning.

4

During the Retirement Income Sources section, we'll discuss Traditional IRAs, Roth IRAs, Roth conversions, pensions, and social security benefits.

5

During the Retirement Plan Distributions section, we'll discuss setting up income distributions from 401k and IRA accounts, Required Minimum Distributions, and inherited IRAs.

6

During the Investment Planning section, we'll discuss how to create a well-organized investment plan to generate income and protect your long-term financial security. 

7

During Risk Management, we'll discuss Medicare, Medicare Supplement Plans, long-term care, and how to protect yourself from out of control healthcare costs in retirement.

8

During Estate Planning, 

we'll discuss wills, trusts, probate, avoiding probate, protecting assets from potential future long-term care costs, inheritance tax, and gifting.

1

Our comprehensive retirement planning course is designed for those age 50 and above.

2

Our course has been attended by hundreds of people over the years, primarily PA residents.

3

The course is a combination of real life retirement planning experiences, workbook material, and questions from attendees. 

4

You will receive two 100+ page course workbooks. You are encouraged to take notes and ask questions throughout the course.