Planning the Retirement Route
In Person Course
Course Code: RR19946A

THIS IS A FREE EDUCATIONAL COURSE!
There is no cost to attend, but advanced registration is required.
Register Early – Space is Limited

To Register –
Register on-line now! or
Register by phone at   888-546-7009    (lines open 24/7)

PLANNING THE RETIREMENT ROUTE

Understanding the 5 Keys to a Successful Retirement Journey

Retirement is rarely undone by single failure. It is more often the compounding of quiet mistakes. Most people plan for retirement the way they pack for a weeklong trip; they focus on the one bag they can see – the investment portfolio – and hope everything else fits around it. Financial security, health, lifestyle, family, and legacy all move together.

Learn why an integrated plan is worth more than any single strategy. Building an integrated plan – one that connects risk, income, taxes, healthcare, and estate in a single plan can give you the confidence needed to enjoy your retirement journey.

Topics that will be covered and discussed: 

• Risk isn’t just about the market – it’s about timing 
• Income Planning is about matching money to life, not just maximizing it
• Healthcare is the most underestimated line item in retirement
• Taxes are the silent drag you can actually control
• Estate Planning is about control after you’re gone – and during incapacity
• How each of these are related – and why they must be planned together

Learn why an integrated plan is worth more than any single strategy – Register Today