Class 1: The major risks of retirement, how to create a retirement risk mitigation plan and the strategies YOU MUST consider in your plan?
Class 2: Retirement income planning: accumulation and distribution, income sources (i.e. Social Security) and cash flow in retirement.
Class 3: What is a Retirement Optimized Portfolio? Think efficient, sustainable and NOT susceptible to volatility. You can have your cake & eat it too!
Class 4: How to minimize your taxes in retirement to as close to zero as possible. Also, action steps to secure a better retirement for you and your loved ones.
Note: All students will also have access to on-demand classes that will cover Long Term Care, Healthcare/Medicare, Estate Planning & More
Note: after registering for the Masterclass, you’ll receive a confirmation email from Zoom and firstname.lastname@example.org. 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: email@example.com.
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 Retirement Efficiency Assessment (REA) offered by your instructor following the Masterclass. Uncover opportunities to improve your retirement outcome. 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 with Retirement Power Hours 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 35 years. As a jock turned retirement geek, Brian is obsessed with retirement research and finding the best strategies for his students and clients. 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!
Lynn Toomey is a retirement educator, financial coach and co-founder of Retirement Power Hours. She’s also the founder of Her Retirement, an education and planning company with a proprietary, technology-based platform that helps women live a better retirement. Lynn has 30 years’ experience in launching high-tech and financial services companies. As a personal finance educator, financial wellness coach and fintech creator, Lynn is passionate about her mission to help people everywhere know more and have more…now and in retirement.
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