Your Retirement Plan Sucks! So Educate Yourself And Do Something About It!

Don’t be like most people who have a bad retirement plan or no retirement plan at all. Educate yourself so that you can take action and make sure you are properly prepared for retirement. Sign up for a tuition free three-hour, intensive, hands-on retirement financial planning class held at Western Michigan University, in Kalamazoo, MI. This 100% ACADEMIC class will teach you how to have a successful retirement, and how to avoid following everyone else off of the financial cliff in retirement.

Don’t Ruin Your Retirement By Following Everyone Else Off The Retirement Cliff.

Join Us For A Complimentary Three-Hour Retirement Financial Planning Course On How To Plan Your Retirement Using Proven Strategies That Most People Aren’t Following.

About the class

Retirement Planning 101 is a hands-on, in-depth look into the many nuances of retirement financial planning. We will look at the many myth’s the financial industry gets people to believe that should really be avoided in order to have a successful retirement. We then will focus our time on the important topics you need to understand to build a successful retirement plan that actually works, and look at real-life case studies that will allow you to see how retirement problems are solved, and how a good plan will lead you to a successful retirement.

Everyone who attends will receive a free in-depth retirement plan that allows you to retire with confidence, knowing you aren’t risking your retirement like many people do.

RETIREMENT FINANCIAL PLANNING 101 SYLLABUS

I. Filling the Gaps In Retirement

Gaps = “Income Problems”

Health Care Options for Early Retirees

Long Term Care

What Happens After You Are Gone?

Tax Analysis & Strategies

II. Income Planning

How To Overcome Market Volatility

Losses Hurt You More Than Gains Help You

Conflicts of Interest

Fee-Based Fiduciaries

What’s Your Income Stream?

What Does Your Pensions Look Like? What if you don’t have a pension?

Social Security

Accumulation Phase Of Retirement

Distribution Phase of Retirement

Retirement Income Myths

III. Case Studies

Your instructor will take you through a series of 3 case studies using anonymous data from existing client cases.

*The class materials presented are Southwest Michigan Financial’s. They have not been reviewed or endorsed by any institution. Southwest Michigan Financial is not affiliated with any College or University.

Your Retirement Plan Sucks! So Educate Yourself And Do Something About It!

Don’t Ruin Your Retirement By Following Everyone Else Off The Retirement Cliff.

About the class

RETIREMENT FINANCIAL PLANNING 101 SYLLABUS

I. Filling the Gaps In Retirement

II. Income Planning

III. Case Studies

Your instructor will take you through a series of 3 case studies using anonymous data from existing client cases.

Attend a Class

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