Academy of Retirement

This is a 2-Night Course

Ready to Take Control of Your Retirement?

Are you preparing for retirement but not sure where to begin?
Join us for The Academy of Retirement, a two-night educational course designed to help you gain clarity, confidence, and control over your financial future. From investment and tax strategies to healthcare and estate planning, this comprehensive program covers everything you need to know to prepare for your best years ahead.

If you’ve ever received invitations to “free dinner seminars,” this is not that.
The Academy of Retirement is an educational experience designed to give you practical, unbiased guidance in a true learning environment. You’ll walk away with a deeper understanding of your retirement strategy and the tools to make smarter decisions, without any high-pressure sales pitch.

Led by qualified financial professionals, this two-night course combines real-life examples, actionable strategies, and interactive discussions that make complex retirement topics easy to understand.

Each attendee is also invited to a complimentary Strategy Session with a trusted advisor to apply what you’ve learned to your personal situation.

What You’ll Learn

Investment Planning for Today & Tomorrow
Learn how to balance growth with preservation, manage risk, and build a diversified portfolio designed to weather market ups and downs.

Estate Planning for a Maximum Legacy
Discover how to ensure your wealth goes to whom you want, when you want, and in the way you intend—while minimizing taxes and avoiding probate.

Healthcare & Long-Term Care Planning
Get clear on Medicare, supplemental coverage, and long-term care options so rising medical costs don’t derail your retirement.

Tax Planning in Retirement
See how smart tax strategies—like Roth conversions and income sequencing—can help you keep more of what you’ve earned.

Getting the Most Out of Social Security
Uncover the claiming strategy that maximizes your lifetime benefits and coordinates with your other income sources.

Income Planning for a Lifetime Paycheck
Create a plan for steady, reliable income that lasts as long as you do—no matter what happens in the market.

Night One:

• Investment Planning
• Estate Planning
• Healthcare Planning

Night Two:

• Tax Planning
• Social Security Planning
• Income Planning

Take control of your financial future—join us at the Academy of Retirement!


Disclosures

Included in your tuition is the opportunity to meet one-on-one with your course instructor for a personalized session ,similar to “office hours”, in a university setting. This meeting is optional but often considered the highlight of the course.

The Academy of Retirement is an educational organization dedicated to financial literacy. It is not affiliated with any accredited university. The course is for educational purposes only and does not constitute financial, legal, or tax advice. No specific financial products will be discussed or promoted.

Investment advisory services are offered through registered investment advisers. Insurance products and services are offered through individually licensed and appointed agents in all appropriate jurisdictions. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee profit or protect against loss.

Annuity guarantees, when mentioned, are backed by the financial strength and claims-paying ability of the issuing insurance company. The information presented is for general informational purposes and should not be relied upon for individual financial decisions.

Info: 1) Investment Planning 2) Estate Planning 3) Healthcare planning

Info: 4) Tax Planning 5) Social Security Planning 6) Income Planning

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