Congratulations on making a decision to get smart about your retirement. Each of the Q&A recorded sessions is presented by a retirement planning researcher, educator, advisor, and guru who’s emerging as one of the top retirement experts in the country.
This portal is where you can access each of the previous recordings of the live Q&A sessions for this year. We filled each event with answers to questions asked by real people like you.
Check out the recorded Q&A sessions filled with lots of good stuff. If you have any questions that were not answered in the videos, book an “Am I Ready for Retirement?” chat or an “Am I Ready for Retirement?” Assessment review/chat by following the links to the right.
You have two options…
Option 1: “Am I Ready for Retirement? chat
All of our events 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.
Option 2: “Am I Ready for Retirement Assessment” and review/chat
All of our events 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 7 business days prior to your scheduled Zoom chat. This can be scheduled at any time.
This unique and comprehensive software not only complements the Masterclass and Q&A events, but it helps you get organized and gives you a full view into your finances…now and in retirement.
You may feel a little overwhelmed by all the information from the Q&A sessions. Check out the checklist below to help you get organized.
In a sea of 300,000 “financial advisors” it’s hard to know who are the right ones for you. Check out the guide below for some suggestions and good luck assembling your team of subject matter experts. And don’t forget to also chat with your instructor who is a Hybrid Retirement Advisor.
You have two options for chatting with your instructor about your retirement readiness.
Option 1: “Am I Ready for Retirement? chat
For this, you’ll simply have a conversation with Brian about your situation and any questions you have about your situation.
Option 2: “Am I Ready for Retirement Assessment” and review/chat
For this, you’ll simply fill in your contact info and answer a few financial questions that will enable YRA to complete your assessment. Then, you’ll select a date and time that works for you. Please allow YRA 5 business days to complete your audit.