Retirement Planning 101 Class
A free two-hour, intensive, hands-on retirement financial planning class held at Colleges and Universities throughout the Southwest, MI area.
How to retire with confidence!
Join Us For A Complimentary Two-Hour Retirement Financial Planning Course On How To Plan Your Retirement Using Proven Strategies.
About the class
Retirement Planning 101 is a hands-on, in-depth look into the many nuances of retirement financial planning. We don’t waste your time reviewing basic principles, we focus our time on the important topics you need to understand to build a successful retirement plan. We review actual case studies while allowing you the opportunity to ask specific questions.
Everyone who attends is eligible to receive a free, no-obligation, in-depth retirement plan.
RETIREMENT FINANCIAL PLANNING 101 SYLLABUS
I. Filling the Gaps In Retirement
- Gaps = “Income Problems”
- Health Care Options for Early Retirees
- Long Term Care
- What Happens After You Are Gone?
- Tax Analysis
II. Income Planning
- Market Volatility
- The Importance of Limiting Losses
- Conflicts of Interest
- Fee-Based Fiduciaries
- What’s Your Income Stream?
- What Does Your Pensions Look Like?
- Social Security
- Accumulation Phase
- Distribution Phase
- Retirement Income Myths
III. Case Studies
Your instructor will take you through a case study using anonymous data from existing client cases to bring all of the information together.
*The class materials presented are Southwest Michigan Financial’s. They have not been reviewed or endorsed by any institution. Southwest Michigan Financial is not affiliated with any College or University.
Attend a Class
Upcoming Retirement 101 Classes:
April 8th @ 6pm: Kalamazoo Valley
Community College (Groves Campus)
April 10th @ 6pm: Kalamazoo Valley
Community College (Groves Campus)
May 20th @ 6pm: Western Michigan
University (Fetzer Center)
May 22nd @ 6pm: Western Michigan
University (Fetzer Center)
