The rules of retirement have changed for retiring baby boomers. The strategies that worked for your parents could cause you to go broke in this New Reality. This FREE comprehensive two-day class is designed to teach you what these changes are and how they affect you and your retirement plans.
Who This Class is For
While almost anyone with substantial retirement savings can benefit from attending, we designed this course for adults between the ages of 50 and 70 that have at least $250,000 in investible assets.
This course is held all around the country at universities, libraries, and community centers, but is not affiliated with any of these locations.
What You’ll Discover:
Why following Conventional Financial Wisdom can prove detrimental
How the fiscal health of the country may affect your retirement
Strategies for reducing taxes and maximizing retirement income
What you can do to prepare for unplanned healthcare expenses
How to protect your estate and avoid the probate process
Strategies to help you avoid losing money in large market declines
You’ll also receive a free copy of the companion “The New Reality in Our Retirement” workbook.
Seating is limited - reserve your spot today!
Each venue that our retirement classes are held in may have its own set of safety measures based upon specific state guidelines. These guidelines will be observed and implemented when you arrive to class. Your instructor will inform you of the venue safety measures and will also be the best person to assist you for any questions you may have.
Some examples of venue safety measures may include, but are not limited to:
One chair per table
6 ft. distancing
Access to Hand Sanitizer
Masks use and more
When you arrive at a Retirement Wealth Academy class we want you and everyone else to feel safe and comfortable so that you can effectively learn and plan for a better retirement. We’ll consistently make updates and check-in with our instructors to ensure that you’re safe and aware of any changes regarding your class.