Tarrant County College

South Campus

Strittmatter Wealth Management Group Wills, Trusts & Estate Planning Tarrant County College
 

Details

Location: 5301 Campus Dr. Fort Worth, TX 76119 (MAP)

Date: Thursday, January 31st

Time: 6:30pm - 9:30pm

Cost: $59

Guest/Spouse Attends for Free

Organizer: Strittmatter Wealth Management Group, LLC

Phone: 800-974-1977

Instructor: Josh Strittmatter

Retirement Planning Workshop

Our first ever Retirement Planning Workshop was a success! Were you unable to attend this one but still interested in attending a future workshop?

Click the link button below to be notified of future courses

 

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


Are you prepared for Retirement?

Have you answered these 8 questions

 
  • How do I know what I am worth?

  • Where does all of my money go?

  • How do I know if I am on track for retirement?

  • How do I budget for retirement?

  • How much insurance do I need and which ones?

  • How do I minimize taxes in retirement?

  • How will I pay myself in retirement?

  • How should I be investing for retirement?