Retirement Planning Workshop

Walk away from this class with a complete workbook of tools, strategies, and worksheets
necessary to help you implement a successful retirement

 

Retirement planning can be overwhelming and confusing

The financial landscape is always changing; new tax laws are taking effect, the stock market is experiencing unprecedented volatility, and the cost of healthcare is rising. Now, more than ever, it is important to have sound financial strategies in place to ensure a successful retirement. Whether your objective is to build a nest egg, make federal tax laws work in your favor, or preserve your standard of living throughout retirement, this workshop will help you plan your future with confidence. 

This course is not just a lecture

This course has a 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. 

 

THIS COURSE INCLUDES:

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CLASSROOM INSTRUCTION

This retirement planning workshop is both enjoyable and educational. Classes are led by Josh W. Strittmatter, CFP®, CRC®, who fills the presentation with valuable information and real-life experiences. He encourages an interactive format where participation and questions are welcome.

course Binder

This workshop includes a curriculum with examples and interactive material that is yours to keep. The curriculum is written in an easy step-by-step format that will help guide you through the process of mapping out your retirement plan.

comprehensive learning

Unlike financial seminars that focus on
one topic, this workshop is designed to help you see the “big picture.” You will have an opportunity to learn about the many aspects of personal finance and how they can work together to create a successful retirement plan. This workshop is educational, and no financial products are discussed or sold to you.

optional consultation

If you have questions that are personal in nature or would like to find out more about retirement planning, you may arrange to meet privately with your instructor after the course is complete. This consultation is complimentary for class attendees but is not required.

 
 
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your instructor

Your instructor is Josh W. Strittmatter, CFP®, CRC®. He has been teaching retirement planning workshops and several other financial subjects at many local colleges and universities since 2010. His passion is education and believes knowledge and financial literacy are important for every person.