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Retirement Planning Workshop: University of Texas at Arlington

  • University of Texas at Arlington 140 W. Mitchell Street Arlington, Texas 76019 United States (map)
Financial Education Courses Retirement Planning Workshop Retirement Courses University of Texas at Arlington Strittmatter Wealth Management Group Financial Firm Financial Advisor Financial Planner

Register Today!

Organizer: Strittmatter Wealth Management Group, LLC

Instructor: Josh W. Strittmatter, CFP®, CRC®, Kelly Buchfink, CFP®


COURSE INCLUDES:

  • Classroom Instruction and Course Binder

  • "Big Picture" Strategy Tools for your Retirement

  • Complimentary Retirement Plan Consultation

  • Workbook to Develop a Step-By-Step Retirement Planning Guide which includes 8 Key Retirement Worksheets

    • Net Worth Statement

    • Cash Flow Statement

    • Money Ratio Calculation

    • Insurance Needs Analysis

    • Tax Minimization

    • Retirement Income

    • Retirement Investment


This course has an unique “do it yourself” curriculum.

You will not only learn the many ways to save for retirement, but you will also be given instruction on how to complete retirement planning worksheets that are secret tools of the industry. These worksheets will help you understand your current financial situation and develop a personalized plan to pursue your retirement goals. 

Later Event: June 9
Sizzlin Summer BBQ