Retirement Planning Guide

Start planning your financial dreams, future, and legacy today!

Inside this course, you will find…

  • How to plan for retirement 
  • Different ways to fund retirement
  • How to manage your investments during retirement and live off of your money
  • How to utilize employee benefits for retirement
  • How to identify retirement tax benefits
  • Secret ways to manage medical bills
  • Understanding the different types of insurance needs during retirement
  • The benefits of estate planning
  • Steps to take in planning your legacy

This course is made specifically for you if…

You are unsure where to start when planning for retirement

You want to know how to manage your investments after you retire

You want to save on taxes before & after retirement

You want to learn how to utilize employee benefits before retirement

You need help developing a strategy on the best time to take social security benefits

You want to learn how to save money with medical bills

You want to learn the benefits of estate planning and how to plan your legacy

What's Included

The benefits of this course are endless including hours of content, a lesson plan, case studies, challenges, quizzes, and much more.

1-YEAR Access to the Program Includes:

Module 1: Establishing Your Financial Retirement Goals

Module 2: Retirement Planning: Savings and Debt Management

Module 3: Tax-Efficient Strategies for Maximizing Retirement Savings

Module 4: Evaluating and Managing Insurance Needs for Retirement

Module 5: Investment Strategies and Managing Employee Benefits for Retirement

Module 6: Housing Decisions and Assessing Home Needs for Retirement

Module 7: Estate Planning for Retirement: Protecting Your Assets and Legacy

Module 8: Effective Estate and Legacy Planning: Protect Your Wealth and Loved Ones

Bonus: Managing Medical Bills

I Have Put Everything Together That You Need to Learn How to Plan for Your Retirement

The Only Question Is...

Are You Ready?

YOUR FUTURE AWAITS!

When completing this course, you should confidentially say:

“I am confident with my retirement plan”

“I understand how to manage my investments before & after retirement”

“I am saving money in taxes”

“I know the secret to managing my medical bills”

“I feel secure with my legacy plan”

Wait there’s more…

Save on our financial bundle with essential estate planning documents

Need continual guidance and want to learn more?

Join Our Monthly Membership

Frequently Asked Questions

The course is self-paced.

You will have 1-Year access when you purchase the Retirement Planning Guide

Due to the nature of our digital content, we do not offer refunds. 

If you have questions about billing or accessing the course materials, email support@personalfinancialfreedom.com