Strittmatter Wealth Management Group Fort Worth, Texas Financial Education Classes Retirement Planning Workshop Retirement Planning Class at local colleges Weatherford College Weatherford, Texas, University of Texas at Arlington Arlington, Texas, Tarrant County College, Tarleton State University Fort Worth, Texas

Organizer: Strittmatter Wealth Management Group, LLC

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

 

University of Texas at Arlington

140 W. Mitchell Street
Arlington, Texas 76019

Thursday, September 12th 2019
6:30pm - 9:30pm
$69

Thursday, September 19th 2019
6:30pm - 9:30pm
$69

 

Thursday, October 3rd 2019
6:30pm - 9:30pm
$49

Thursday, October 10th 2019
6:30pm - 9:30pm
$49


Register to Learn:

  • The benefits and importance of having a personalized plan

  • How to create your plan strategy and process to establish clear goals and objectives for a successful retirement

  • How to create an early withdrawal plan to utilize the best strategies to avoid penalties and gain early access to your retirement funds

  • How to calculate your retirement spending to avoid inflation pitfalls and find out how to avoid running out of money.

  • Strategies to help reduce or eliminate taxes, expenses, delays and legal challenges associated with retirement.

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. 

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