NEW MASTERCLASS
The 3 Costliest Retirement Planning Mistakes to Avoid
In This Masterclass
YOU WILL LEARN
1
The 3 most common mistakes people don't even realize they're making
We don't know what we don't know. And unfortunately, Retirement Planning 101 isn't part of our education system.
2
How making a few adjustments now could save you thousands of dollars later
By making some simple changes to your retirement plan, you can more effectively protect, grow, and keep your hard-earned money.
3
Why some widely used strategies are actually setting you up for a huge tax bill
Did you know there are simple ways to reduce the taxes you pay now and in retirement?
4
That Retirement Planning Doesn't Have to be Complicated
By following our 4 Step Retirement Planning System, you'll have step-by-step guidance through the whole process.
"It really opened my eyes to our money being in the wrong place!"
"The material we covered seems complicated, but we covered the basics so well that it was really easy to keep up."
"I am enjoying the process of thinking about my goals and future."
-Previous Students-
Names withheld for client confidentiality
Any of these sound familiar?
- Will I have enough money in retirement?
- How long will my money last?
- I don't understand all the options available to me.
Whether you have a plan, pieces of a plan, or just don't know where to start, this masterclass will open your eyes to the options and strategies you need to understand to have the peace of mind you want.
Join me to finally learn what you need to know to set yourself up for a successful retirement.
A Note From The Instructor...
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