Three types of resources to empower your brightest retirement decisions.
RESOURCE 01
Masterclass
Comprehensive Self-Guided Educational Workshop
Understanding the “Reality” of the tax system around us is the first place we will explore in this masterclass. This class is ABSOLUTELY about making individual improvements in your finances but first we must seek to understand the moving pieces around us. Make sure you listen to the end of this Section because I share with you Our Course Promise and the desired outcome of this course.
Download the Masterclass Worksheets
Resource 02
Essentials
Topic Based Educational Class
This 45min Virtual Class is designed to help you better understand how our retirement landscape has changed because of the recent pandemic. And more importantly by completing this class you will gain confidence in your ability to create a plan that will succeed in any economy. You will learn:
4 Risks that Threaten Your Retirement in 2022
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Timing Risk
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Increasing Taxes
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Increasing Healthcare Costs
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Inflation Risk
4 solutions that will protect your retirement in any economy
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Create different types of assets
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Implement a retirement tax plan
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Leverage your current accounts
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Reduce Risk, Increase Returns
RESCOURCE 03
Elements
Short and Focused Retirement Tips