Take a Class
Your Retirement Advisor Instructor Led Class Offerings
We currently offer local classes in Worcester, MA; Leominster, MA; and Bedford, MA. We are expanding the Your Retirement Advisor educators network so please check back soon for more locations. In the meantime, feel free to check out our e-class offerings.
Our 2-night, 6-hour Retirement Planning course offers a wealth of knowledge about retirement basics and “unique to retirement” planning strategies for a more confident and comfortable retirement.
In Our Classes 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
*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.
“I have a 401k, money in CDs, a small annuity and a little money in some investments. I always thought it was enough. I never understood, until I attended your first class, why I should do all this planning.” -Jan W.
Life is Good. Retirement is Better. Start Your Plan Today.
We Know Retirement
Retirement Happens…
Start Your Plan Today.
Yes, I want to access the online 'Am I Ready?' retirement kit.
Our online retirement readiness kit provides: how to guides, videos and retirement calculators. We’re here if you have any questions or would like any number of assessments.
