Courses

Baby Boomers everywhere are getting ready for retirement. Because the modern financial landscape continues to shift, retirement strategies also have to shift. But in what ways? And how can you be more prepared for the future?

Retiring is the easy part but planning when to take Social Security and doing proper tax planning is an important step towards a happier retirement. Going into 2020 the new Secure Act could alter your retirement plans going forward. Learn how the Secure Act affects you and your retirement.

Proper portfolio management and income planning is the biggest key to making or breaking your retirement dreams. Learn the right  investment approach and how to build a reliable income plan. Retirement is suppose to be the next exciting step in your life. 

In this course you will learn what threats and opportunities retirees face today. You will discover areas that could cause a ripple in your retirement plans. Learn what to watch out for along with learning about opportunities that could improve your retirement future. Decisions you make today could make or break your retirement future.   

Medicare is a difficult topic to fully grasp.  You need to fully understand and make educated decisions when picking the right plan for you. Through our educational workshop you will learn which plan might best suit you. 

Leaving a legacy behind is a dream for most. Leaving assets behind to loved ones might be something you want to do but don't know what the best ways and even the more tax efficient ways of doing so. In this workshop you will learn how to do it right and leave that legacy behind.

The Inspiring Women Forum is dedicated exclusively to the financial needs of a women. Your instructor, financial professional Lauren Geiger, focuses on retirement and income planning for women. She will guide you through some of the unique financial concerns women face, including:

How to avoid outliving your money

How to have financial independence-with or without a spouse or partner

Strategies to help safeguard your legacy for your loved ones

Whether you're married, single, widowed or divorced, you won't want to miss this course!

A Women's retirement can present different challenges and more important different needs. The fact is women live longer and they need to insure they don't run out of money in retirement.  Proper planning and direction can help lead to a happier retirement. In this class you will learn the various tools and options to best fit your risk level and give you clear direction.  Everything comes down to a plan and this is the first steps to getting there.

When it comes to leaving a legacy behind for your loved ones takes the right recipe and ingredients. With the right tools and direction you can insure you leave your loved ones a legacy behind and a future ahead for them. In this class you will leave the secret sauce and step by steps to doing what you always wanted to which was leaving a legacy behind.

In this class we will discuss why it's important not to put long term care insurance in the review mirror.  This is one of the number one things we have seen destroy a perfectly good retirement savings. We will discuss many different ways to accomplish having some type of insurance in place and how you can fund them. Don't put this off. Make long term care discuss a priority today.

With the election over there are new concerns and problems facing retirees going into 2021. Many obstacles could be in your way going forward that could put a wrinkle in your retirement game plan.  Learn about these risks you could be facing and how to protect yourself from unavoidable risks going forward

Have you been given a tough choice with your current pension at your employer? Have they come to you and offered a pension buyout offer?  Are you are not 100% sure what is the best option?  If so this is the course for you. We discuss the pros and cons along with what your options are. There is a reason your company is offering this to you and you better be sure you make the right decision for you and your spouse. Once you make the decision there is no turning back.

With all the bad information on the internet and some that have had a bad experience with owning an annuity in the past many of you might feel you just don't know who trust. In this class we will discuss annuities in detail with the good the bad and the ugly.  There are some bad eggs out there but there is also many places for an annuity in your retirement if the shoe fits. We will talk about topics like how creating your own pension, to CD alternatives, to tax deferral growth, to using an annuity for legacy planning.  Don't miss this class. 

With having a bull market for what seems like forever people either going into retirement or in retirement need to learn how to properly De-Risk their retirement portfolio to insure you life a carefree retirement. In this course we will discuss many avenues and tools available to you to properly De-Risk your Retirement.

With pensions a thing of the past newly retirees face new struggles with how to create a stable income source in retirement.  With some much differences in opinions with how to get there today has becoming even more confusing for people entering retirement.  In this course we will cover the many options available to you along with how to create balance with reliable income and still allow other assets to grow. This is one course all retirees should join.