The Complete Retirement Masterclass covers the three main areas of retirement planning. This masterclass is designed for those 50 and up, who are looking to develop a comprehensive retirement plan. Traditional retirement “planning” consists of a stack of statements, a diversified pie chart and social security benefits. This masterclass will show you how to create your own 21st Century Retirement Plan.

At our Retirement Elevated Academy events, our goal is to address your biggest retirement concerns and give you the tools and confidence to tackle them. We believe that there are two key components to making a good decision: having the knowledge to know the right course of action and having the courage to do the right thing.

Through our courses taught at colleges and universities across the United States, we believe we provide part of the equation by educating those 50 years or older on the essential aspects of creating a complete retirement plan. The information needed to make good decisions in retirement is different from the information needed when accumulating your wealth while working. When working, there is time to correct poor decisions. In retirement, a poor decision could mean having to go back to work or substantially alter one’s quality of life. As a result, learning how to preserve and distribute your wealth helps keep your retirement goals on schedule.

In our course, we spend over 4 hours teaching income planning, Medicare, estate planning and increasing alpha through proper tax planning. We share our 5 areas of a complete approach to retirement, whereby having contractually guaranteed* income that you can never outlive, you are able to be a more disciplined investor in the market. With sufficient income that you can never outlive, learning effective strategies to invest in the market to achieve long-term growth is an essential part of courses. We discuss a variety of strategies to help ensure the legacy that you desire and discuss what to look out for so that you don’t mistakenly disinherit your heirs. Finally, we talk about health care issues and how to plan for long-term care coverage without purchasing long term care insurance.

Having a financial strategy is essential for reaching your retirement goals. Having knowledge is essential to making good decisions.