RESERVE YOUR SEAT

We Are Pleased To Invite You And A Guest To this Exclusive 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 can help to guide you through retirement. Those who attend one of our classes have the opportunity for a free, no-obligation, in-depth retirement plan.

Classes are from 6:00 PM to 7:30 PM

Reserve Your Seat for the

Retirement Planning 101 Class

Availability depends on Class - Seats are Limited

Learn How to Retire with Confidence!

Join Us For A Complimentary Retirement Planning 101 Class 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 multiple case studies using anonymous data from existing client cases.

Learn How to Retire with Confidence!

Join Us For A Complimentary Retirement Planning 101 Class

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.

RESERVE YOUR SEAT

We Are Pleased To Invite You And A Guest To this Exclusive 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 can help to guide you through retirement. Those who attend one of our classes have the opportunity for a free, no-obligation, in-depth retirement plan.

Classes are from 6:00 PM to 7:30 PM

Reserve Your Seat for the

Retirement Planning 101 Class

Availability depends on Class - Seats are Limited

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 multiple case studies using anonymous data from existing client cases.

Main CA Office:

30101 Agoura Court, Suite 205,

Agoura Hills, CA 91301

Phone : 805-551-1953

USEFUL Links:


The investment information, education, classes, and discussions we provide are for general education and discussion purposes only and are not intended for specific tax, legal or financial advice or advertising. Always consult your tax, legal or financial professional before making any decisions. All insurance and annuity products are based on the claims paying ability of the providers.