Week 1: Retirement and Income Planning – all the risks you may face in retirement, Balanced guidance and the Middle Way
Week 2: Retirement Income Sources and Social Security – How NOT to run out of money, even if retirement lasts 30+ years, Optimizing your Social Security benefit
Week 3: Retirement Portfolio 101 – Annuities and Investments
Week 4: Hybrid Income Portfolio Strategies (HIP) – How to protect your portfolio amidst market volatility, strategies to generate both income and growth
Week 5: Tax Planning for Retirement – Minimizing your taxes to as close to zero as possible
Week 6: Getting Help – How to find an advisor, fees explained and more…
Week 7: Healthcare, Medicare and Long Term Care
Week 8: Estate Planning – Protecting your legacy
Note: after registering for the Masterclass, you’ll receive a confirmation email from email@example.com. You will also receive phone, email and text reminders (if you agree to text messages) leading up to your first session, then weekly reminders for each class. Any questions, email: firstname.lastname@example.org.
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.
Balanced Guidance from Smart Professionals
Our instructors are not only retirement subject matter experts (who have been teaching people like you all about retirement for many years), but also “hybrid” retirement advisors. This means they are experienced in retirement planning that incorporates investments, insurance and taxes. Retirement guidance should strike a balance between the extreme worlds of investments, insurance and taxes.
Complimentary Access to Smart Software
All attendees have access to our smart and powerful, personalized retirement readiness software. It assesses and fills your gaps in retirement knowledge and preparedness, while making sure you follow through with creating and implementing your plan.
Take Action vs. Just Thinking About It
Take advantage of an actionable Am I Ready? for Retirement Audit offered by your instructor following the masterclass. Uncover opportunities to improve your retirement outcome much possible. It’s free and comes with no strings attached.
As a baby boomer himself, Brian Saranovitz is a co-founder and president of Your Retirement Advisor, as well as a retirement educator and investment advisor representative. A former professional football player (most notably for the New England Patriots) and graduate of the University of New Hampshire, Brian has been a financial advisor for more than 30 years at Saranovitz Capital Management, founded by his father Norman in 1970.
As a jock turned geek, Brian is obsessed with retirement research and finding the best strategies for his students and clients. Brian has witnessed firsthand clients struggling to understand the myriad of issues they face while preparing for retirement. At the same time, he’s witnessed a void in quality, research-backed retirement education, and advice. He loves teaching the finer points of retirement planning and looks forward to meeting you at an upcoming class. Note: Please don’t ask Brian about football, the Patriots, or Celtics, or you might not hear anything about retirement planning!
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