Retirement planning consists of much more than maximizing investment returns.  I think risk management is far more important.  And difficult.  Sure, you may be able to do a great job all by yourself.  But would it be worth $49 to see if you have what it takes, and, to be sure you leave no stone unturned?

My next series of Retirement Planning courses begins this May 30th, 6:30-8:30pm.  The materials & ideas presented are based on academic research; this is not in any way a sales presentation.  Student evaluations have been “Excellent”.  And I’ve included a lot of humor to keep it interesting.

For your tuition you will receive:

  • Financial House in Order Guidebook
  • Managing Your Money in Retirement Guide
  • Getting Your Estate in Order Guide- this is a wonderful resource
  • Personal Wealth Index Scores/Report-it’s not all about money.  Life is more than a math problem.
  • Social Security Analysis Report- avoid the most common HUGE, irreversible mistake I encounter.
  • Course Workbook and Essential Reports

 You Will Learn:

  • Optimal Asset Allocation in Retirement
  • Defining Core Priorities
  • How Money Affects Your Life
  • How to Develop an Income Plan
  • Sequence of Returns Risk
  • Questions to Ask a Potential Adviser
  • When to Take Social Security
  • 3 Reasons Retirees Run Out of Money

For more details and to register, go to
Or call me at 503-698-4812

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