2025 Class Schedule

Whether you're in the planning stages or already making the most of your retirement, our classes provide education to help you take control of this chapter of life. Each month, we highlight a different strategy for planning, investing, and thriving in your golden years!

Our goal is to empower you with the knowledge you need to secure your financial future without the hassle of complex jargon or sales pitches. Classes are free, unbiased, and tailored to provide you with practical insights that you can apply immediately. Don’t miss this opportunity to take control of your retirement finances and ensure a more secure and prosperous future.

  • January - Harnessing the Power of ROTH
  • February - Navigating Taxation in Retirement
  • March - Tax Efficient Retirement Planning
  • April - Navigating Safe Investments in Today's Market
  • May - Preparing for Retirement: Essential Strategies
  • June - The Art of Income Production in Retirement
  • July - Preparing for Long-Term Care Costs
  • August - Positioning Yourself to Thrive in Retirement
  • September - Finding Unbiased Financial Advice
  • October - Understanding Annuities
  • November - Understanding Required Minimum Distributions
  • December - Positioning Yourself to Thrive in Retirement
MAY

Preparing for Retirement: Essential Strategies for a Smooth Transition

Are you within a decade of retirement or just starting your golden years? Don't miss our essential class, "Preparing for Retirement: Essential Strategies for a Smooth Transition." In this engaging session, we'll uncover the shifting landscape of retirement and equip you with the tools to navigate these changes confidently. Discover why traditional retirement plans are evolving and learn how to position yourself for financial success in this new era. Whether you're concerned about market volatility, healthcare costs, or making your savings last, this class will provide you with actionable strategies to ensure a comfortable and fulfilling retirement

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Wednesday, May 21

Live via ZOOM starting at:

4 pm Pacific
5 pm Mountain
6 pm Central
7 pm Eastern

 

 

 

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Tuesday, May 27

Live via ZOOM starting at:

4 pm Pacific
5 pm Mountain
6 pm Central
7 pm Eastern

 

 

JUNE

The Art of Income Production in Retirement

One of the most popular questions we come across when helping our prospects and clients is "how do I build an income plan to last me throughout my retirement?" There are many factors to take into consideration when you approach this stage of life. 

Thursday, June 5

Live via ZOOM starting at:

10 am Pacific
11 am Mountain
Noon Central
1 pm Eastern

 

 

 

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Wednesday, June 18

Live via ZOOM starting at:

4 pm Pacific
5 pm Mountain
6 pm Central
7 pm Eastern

 

 

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Monday, June 30

Live via ZOOM starting at:

4 pm Pacific
5 pm Mountain
6 pm Central
7 pm Eastern

 

 

 

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