Congratulations on making a decision to get smart about your retirement. Each of the four 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…
We look forward to helping you get ready for retirement. Enjoy the materials. As always, please email: email@example.com with ANY questions.
There’s no time like the present to know more and have more. Knowledge is power!
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.
Introduction to the RPH Masterclass
Middle Way Guidance – An unbiased and balanced approach in retirement
Introduction to Multi-Discipline Retirement Strategies
Your instructor has suggested the below content to back up some of the concepts reviewed in class. Remember: research-backed retirement planning is essential.
(Note: The Multi-Discipline white board video and class covered 5 strategies, while the white paper includes 8 strategies)
Retirement Income Planning, Guaranteed Income Sources such as: Social Security
Other Income Sources & Portfolio Risk Optimization
Alpha Money Management & Taxes in Retirement Planning
Sometimes after class, you may feel a little overwhelmed by all the information. Check out the below checklist 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 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?
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.
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.