Brand New, Free ONLINE Workshop

You don’t need anything but a screen and internet to join!

You’re Invited…

3 Time Slots to Choose from: 8am – 1pm – 7pm

You’re invited to join us for a convenient online workshop,

Retirement Still Possible for Women.

The challenges unique to women will be discussed with a focus on income optimization and protection.

Our courses combat the hearsay, media hype and misinformation that plaques the financial services industry so you (and your spouse/partner) can make informed decisions about retirement.

This is an online event.  Just register, join from an email 15 minutes prior to the event and enjoy the presentation from the comfort of your home!

What You’ll Learn…

  • How to optimize & protect her money, his money, our money
  • How to determine exactly how much income you’ll need in retirement
  • Key strategies for combating retirement risks: volatility, inflation and longevity
  • How to reduce your taxes in retirement to as close to ZERO as possible
  • Why the traditional 60/40 portfolio is dead
  • How to win when the market is up, but protect yourself against market losses
  • How to use your home as a retirement asset
  • How to protect your portfolio with the right healthcare, long term care and estate planning strategies

After the webinar all attendees will have access to complementary offers designed to make sure you take action.

Our Workshops & Classes Combine 4 Empowering Elements to Help You Get Your Retirement Right…

1

Smart Research-Backed Insight (vs. a sales pitch)

We strive to dispel retirement myths and misinformation rampant in the financial industry. We’re “retirement truth seekers” sharing information and strategies based on proven, data-backed theories and academic research. We believe knowledge is power and we’re 100% committed to educating you vs. selling you a product.

2

Balanced Guidance from Smart Professionals

Retirement guidance should strike a balance between the extreme worlds of investments and insurance. It MUST also incorporate the impact of taxes. Our instructors are smart, “hybrid” retirement advisors. This means they are experienced in retirement planning that incorporates investments, insurance and taxes.

3

Complimentary Access to Smart Software

All attendees will have access to our smart and powerful retirement planning software platform. It assesses and fills your gaps in retirement knowledge and readiness while making sure you follow through with creating and implementing your plan.

4

Take Action vs. Just Thinking About It

Take advantage of an actionable Retirement Efficiency Assessment offered by your instructor. Uncover gaps and opportunities to make your retirement income as efficient and sustainable as possible. It’s free and comes with no strings attached.

Fortune Favors the Smart, the Bold and the Prepared.

Retirement Solved offers a fresh approach to financial wellness that connects you with the content, people and solutions you need to create and implement a retirement plan you not only understand, but have 100% confidence in. No more wondering and worrying when you can retire, if you’ll have enough of the right stuff or how long it will last. You’ll simply know. You can live the retirement you’ve imagined. We’ll show you how.

This is an educational class and no specific investments or other financial vehicles will be promoted or sold at the class. However, you will be offered an opportunity to schedule a follow up consultation with the presenter and/or affiliated advisors in the Retirement Solved.

This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.