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Register Now to Attend the New Retirement Rules Class!

Class Schedule for 2024

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Register Now to Attend the New Retirement Rules Class!

Here's What You'll Get:

  • Attend with a Spouse, a Partner or One Other Guest
  • A Workbook and Your Essential Reports (Valued $1439)
  • An Optional 1-Hour, One-on-One Consultation

Your Essential Reports Include:

  1. A Social Security Maximization Report. This report  will provide you with your customized Social Security collection options. (Valued at $49)
  2. ​A Fee and Drawdown Analysis Report. This report will show you the historical drawdown risk in your portfolio as well as confirm the current level of internal fees you are paying in your investments. (Valued at $245)
  3. ​An IRA and 401(k) Tax Analysis. This report will show you potential tax savings strategies to consider for your IRA and 401(k) holdings. (Valued at $279)
  4. A Revenue Sourcing™ Income Sourcing Map. This report will illustrate retirement income sources and options for you. (Valued at $437)
  5. A Revenue Sourcing™ Asset Allocation Map. This report will illustrate your asset allocation options for maximizing your results. (Valued at $429)
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If, after attending the two class sessions, you are in anyway dissatisfied, let us know and you'll receive a full refund for the $49 tuition and you can keep the Essential Reports valued at $1439.

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