Class I:ANALYZE YOUR INVESTMENTS
How do you know if you have good investments? After this class you will love to look at your statements! Get the most up-to-date warnings about investments and find the best options in your 401k. We will provide you with tools to give you analytical results to measure performance.
Class II:INCOME FOR LIFE
This class is broken up into 2 segments. The first half is understanding the complexities of Social Security. We use a proprietary tool in class to illustrate how different claiming strategies can have over a hundred-thousand-dollar difference. The second half of class will show real examples of how to protect your money in a down market.
Class III: MASTER INVESTING & THE WORLD OF RISK
We will review the "Model Plan," a step-by-step guide geared towards analytical decision making. To wrap up this third class we will highlight individuals who have been able to master in the world of risk. What do they know that we don't? Use cutting edge styles of investing within your portfolio.
A Retirement Planning Course