Congratulations on making a decision to get smart about your retirement. Each of the two 90-minute classes are taught by a retirement planning researcher, educator, advisor, and guru who’s emerging as one of the top retirement experts in the country.
As a reminder, after each sessions, on this portal you will have access to…
- A recording of the class
- Downloadable presentation from each class
- An Am I Ready for Retirement? complimentary chat and assessment from your instructor
- Materials and videos (aka homework) to complement each class
We look forward to helping you get ready for retirement. Enjoy the materials. As always, please email: lynnt@retirementpowerhours.com with ANY questions.
There’s no time like the present to know more and have more. Knowledge is power!
Feeling a little confused or overwhelmed about all the retirement stuff? No worries, you’re not alone…
When you’re ready to find out if you’re ready for retirement…you have two options
Option 1: Complimentary Retirement Efficiency Assessment ($2,000 value)
All of our Masterclasses come with a complimentary (no strings attached) assessment that helps you determine what impact the strategies you’ll learn about can have on your retirement. For the assessment, you’ll simply fill in your contact info and answer a few financial questions that will enable your instructor to complete a personalized assessment. Then, you’ll select a date and time that works for you to review it. Please allow us 5 business days prior to your scheduled Zoom chat. This can be scheduled at any time before, during or after the classes.
Option 2: “Am I Ready for Retirement? chat
All of our Masterclasses include a complimentary (no strings attached) Am I Ready for Retirement? chat. You’ll simply have a conversation with your masterclass instructor about your situation and have as much time as you need to ask questions about the class content or specifics to your plan for retirement. This can be scheduled at any time before, during or after the classes.
Retirement Class 1
Retirement Tax Planning
Your instructor has suggested the below content to back up some of the concepts reviewed in class. Remember: research-backed retirement planning is essential.
Retirement Class 2
Portfolio Risk Optimization
Your instructor has suggested the below content to back up some of the concepts reviewed in class.
Hybrid Income Portfolio White Paper
Interview with Brian Saranovitz about the Hybrid Income Portfolio
Your Retirement Advisor Multi-Discipline Retirement Strategies
Retirement Readiness Software Platform – Free Trial Access
You are highly encouraged to access a free trial of our Retirement Solved personalized readiness software platform.
There are five modules within the software, but the free trial gives you access to the Assess and Learn Modules. Assess allows you to take a complete financial inventory and have a full view into everything you have, what your projected income is in retirement, your projected expenses and possible gaps. This module allows you to track your net worth, your balance sheet, spending and so much more. The Learn Module provides a retirement knowledge test and then the software gives you a list of e-classes you can take based on how well you score on the test. Retirement Solved is a great complement to the Masterclass and we’ll be giving away a few items to those who take action, start a free trial and enter their financial inventory before class 3. When was the last time you had a COMPLETE view into your current and future financial life?
When you’re ready to find out if you’re ready for retirement…
You have two options for chatting with your instructor about your retirement readiness.
Option 1: Retirement Efficiency Assessment and review/chat
For this, you’ll simply fill in your contact info and answer a few financial questions that will enable your instructor to complete your assessment. Then, you’ll select a date and time that works for you. Please allow 5 business days to complete your assessment.
Click here to schedule Assessment and Chat
Retirement Efficiency Assessment (REA) Overview
Option 2: “Am I Ready for Retirement? chat
For this, you’ll simply have a conversation with your instructor about your situation and any questions you have about the class content or your retirement.