Below you’ll find recommended next steps (and the information we promised to share with you in the workshop). Feel free to review at your own pace, and come back to this page at any time you’d like to access the information.
Retirement Power Hours offer a live and on-demand Masterclass, as well as workshops on retirement portfolio optimization, tax efficiency and protecting your assets. Visit our website to check out all the offerings.
To get your actionable complimentary assessment (value: $250) completed, simply….
*Note: if you’d prefer to share your info in another format, please email Lynn at: firstname.lastname@example.org
Brian’s offer for a Tax Assessment and chat to review your outcome doesn’t have an expiration date. He also offers Assessments for various situations.
Contact me at: email@example.com with any questions.
In the meantime, feel free to interact with all of the resources below and on the Retirement Power Hours website.
Note: materials are provided by Tax Smart Network, a sister company of Your Retirement Advisor focused on tax planning for retirees
This is a recording of our 10/13/21 tax workshop. It’s about 100 minutes in duration.
Our brand new retirement readiness platform, Retirement Solved. is available for a preview to all students. It’s a powerful e-learning and gap analysis tool…plus a whole lot more. Check it out! We’d love your feedback. Simply email: firstname.lastname@example.org with any comments.
You can learn more about it and sign up for free trial access here.
We’ve scoured the industry looking for the services you need (and some you didn’t know you need) as you prepare for and enter retirement. All of the providers we connect you to combine the absolute highest quality at amazingly affordable fees, saving you thousands over traditional solutions. Simply choose the solutions you’re interested in below and we’ll get you connected.
While retirement planning is imperative, it certainly isn’t easy. The accumulation phase of your life is easy compared with retirement. There’s so many more considerations and issues to address in retirement. While you can certainly undertake retirement education and be your own advisor, we recommend that you make the investment in working with a hybrid “retirement” advisor who has the experience and know-how every retiree needs. The investment is much more afforable than you think, potentially saving you thousands and thousands of dollars in bad decisions. Not just any advisor will do.
At Retirement Power Hours we offer help from a “RetireMentor”. He/she can help you navigate the resources on our website and help you get connected to whatever type of retirement pro you need.
You can access the full 6 hour Masterclass we offer, on-demand on your schedule. We’ll also be offering future live sessions, as well as 2 hour workshops on many retirement topics.