October/November 2017
You’re Invited: Your Retirement Advisor Planning Course
We invite you to attend Your Retirement Advisor University’s 2-night, 6-hour Your Retirement Advisor Planning course. This comprehensive class offers a wealth of knowledge about retirement basics and “unique to retirement” planning strategies for a more confident and comfortable retirement. We’ve enjoyed teaching this course to hundreds of students over the last three years. We look forward to meeting you.
What You’ll Learn:
- How to determine exactly how much income you’ll need in retirement
- Why the traditional 60/40 portfolio is dead
- How to win when the market is up, but protect yourself against market losses
- Major risks and threats you MUST address in retirement
- How to use your home as a retirement asset
- Key strategies for combating inflation and taxes
- The difference between various types of annuities; the good, the bad and the ugly
- Structure a retirement portfolio vs. traditional growth portfolio
- The state of the Social Security system and how to time your claiming decision
- Current laws and their impact on your estate plan
- The value of advice
*6 hour class fee is $49 and includes 6 hours of instruction, a 200-page workbook and a 1-on-1 workshop with your instructor after the class. Bring a guest/spouse for no additional fee.
Choose a Location and Date
Worcester State University, Worcester MA
Thursday, October 12 & October 19, 6:30-9:30pm
Worcester State University, Worcester MA
Tuesday, October 17 & October 24, 6:30-9:30pm
Middlesex Community College, Beford, MA
Dates: Coming Soon
Your Instructor: Brian Saranovitz
As a baby boomer himself, Brian is a co-founder and president of Your Retirement Advisor, as well as the chief retirement advisor and YRA University instructor. A former professional football player (most notably for the New England Patriots) and graduate of the University of New Hampshire, Brian has been a financial advisor for over 30 years at Saranovitz Capital Management, founded by his father Norman in 1970.
As a jock turned geek, Brian is obsessed with retirement research and finding the best strategies for his students and clients. Brian has witnessed firsthand clients struggling to understand the myriad of issues they face while preparing for retirement. At the same time, he’s witnessed a void in quality, research-backed retirement advice. He loves teaching the finer points of retirement planning and looks forward to meeting you at an upcoming class. Note: Don’t ask Brian about football or the current Patriots season, or you might not hear anything about retirement planning. 🙂
“The Your Retirement Advisor instructors are outstanding. Very knowledgeable, providing clear understanding and organized. The class presentation provided answers in great detail. Thank you very much for the opportunity for us to learn so very much.”
-Alison B.
Retirement Happens…
Are You Ready?
Retirement Readiness Kit
Get a FREE copy of this valuable kit and find out if you’re ready. Although not necessary, the information in this kit is valuable pre-reading before taking our Know More. Have More Retirement Planning Course.