Register Today for

Retirement
Ready Class

An Educational Course for Adults — Ages 55 and up. Learn strategies to minimize the impact of the greatest risks you’re faced with in retirement.

Dates for 2 Day Seminar - One session per week

Tuesday, February 6th and 13th – FULLY BOOKED

Thursday, February 8th and 15th – FULLY BOOKED

Thursday, February 22nd and 29th

Online 2 Day Class - WEBINAR - One session per week

$19.00/ Household (single or couple)

Why We Want To Help You

Have you ever thought about what your tax rate will be in retirement? Are there strategies you could use to reduce that? Would a significant downturn in the market affect your lifestyle in retirement? Would a dramatic illness affect your loved ones financially? How will you adapt to changes in tax laws, the economy, the markets, or your lifestyle? We know the questions are endless, which is why we’ve committed to offering a broad, yet understandably detailed educational course to ensure you get the information you need to make the best decisions for
your family. That’s our commitment.

Why Should You Attend

There are so many different and important decisions to make when planning for your retirement. Thus, proper information, knowledge, and education is key. This course focuses on your specific
retirement planning questions and concerns.

How many will be attending?

Class Dates

2 – Day Seminar One session per week

Feb 6th – 6 pm to 9 pm – In Person
Feb 13th – 6 pm to 9 pm – In Person

1 Household (single or couple)

Feb 8th – 6 pm to 9 pm – In Person
Feb 15th – 6 pm to 9 pm – In Person

1 Household (single or couple)

Feb 22nd – 6 pm to 9 pm – Webinar
Feb 29th – 6 pm to 9 pm – Webinar

1 Household (single or couple)

Register Today!

Seats are Limited

What You Will Receive

Unlike financial programs that focus on a specific topic, this comprehensive course will help you see the “big picture.” You will be able to see the trees and the forest and be Retirement Ready.

Course Workbook & Class Materials

Your tuition payment of $49 covers a workbook and class materials, tailored for easy understanding with examples and illustrations. They guide you through the course content and serve as a valuable reference tool
post-completion – yours to keep.

Key Subjects Covered

Introduction to Today’s Retirement Planning World

Explore the evolution of retirement planning from yesterday to today, uncovering new opportunities that have emerged. Delve into the importance of identifying your values, goals, objectives, and desires as essential steps in the retirement planning process. Learn how to calculate the precise amount you'll need to retire comfortably.

Tax Implications During Retirement

Gain a comprehensive understanding of how taxation impacts various retirement assets and income sources. Assess the potential consequences of increasing tax rates on your retirement assets and cash flow. Determine your true ownership of retirement savings accounts and identify potential deductions that may no longer apply during retirement. Explore the possibility of moving into a higher tax bracket in retirement. Lastly, discover a range of tools and strategies designed to

Healthcare and Insurance in Retirement

Learn to establish the right levels of insurance and protection for your retirement. Explore the intricacies of health insurance, Medicare, and Medicare supplements to ensure comprehensive coverage. Dive into the specifics of long-term care and life insurance, exploring various protection options available.

Wills, Trusts, Estate & Legacy Planning

Ensure you're aiming for the bullseye that truly matters for you and your family making sure your estate planning is in order is a critical component of your retirement income plan along with ensuring your hard earned wealth will continue in the right hands after your gone.

Wealth Management & Investment Objectives

With the breadth of investments available it can become overwhelming. Hear our no- nonsense approach as we explain the pros and cons of various investment tools and strategies. We will show you how to build a portfolio that will unlock the maximum potential of your portfolio while focusing on your peace of mind.

Income planning

Income planning is an artform often overlooked by brokers and salesmen. Learn the tools and strategies used by successful families to ensure your resources will provide the income to statisfy the lifestyle you've dreamed of in retirement. How to integrate Social Security benefits, pensions, retirement account distributions, dividends and interest can be overwhelming at times. We will show you specifically how to

Register Today!

Seats are Limited

How many will be attending?

Class Dates

2 – Day Seminar One session per week

Feb 6th – 6 pm to 9 pm – In Person
Feb 13th – 6 pm to 9 pm – In Person

1 Household (single or couple)

Feb 8th – 6 pm to 9 pm – In Person
Feb 15th – 6 pm to 9 pm – In Person

1 Household (single or couple)

Feb 22nd – 6 pm to 9 pm – Webinar
Feb 29th – 6 pm to 9 pm – Webinar

1 Household (single or couple)

If you have questions about the class please feel free to reach out at: 248.686.1858 or info@apogee-wealth.com