Retirement Planning Workshop Retirement Education Retirement Planning Course University of Texas at Arlington Strittmatter Wealth Management Group Wealth Management Firm Financial Firm Financial Planner Financial Planning Financial Advisor Josh W. Strittmatter CFP CRC
 

University of Texas at Arlington

140 W. Mitchell Street
Arlington, Texas 76019

Thursday, May 2nd 2019
6:30pm - 9:30pm
$69.00

Thursday, May 9th 2019
6:30pm - 9:30pm
$69.00


Details

Organizer: Strittmatter Wealth Management Group, LLC

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

 

WHAT THIS COURSE INCLUDES:

  • Classroom Instruction and Course Binder

  • 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

  • "Big Picture" Strategy Tools for your Retirement

  • Complimentary Retirement Plan Consultation


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.