Organizer: Strittmatter Wealth Management Group, LLC
Instructor: Josh W. Strittmatter, CFP®, CRC®, Kelly Buchfink, CFP®
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
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.