Workshops and Webinars
Thank you for your interest in our workshop and webinars.
Do-It-Together (DIT) Retirement (Free)
Learn how to create your own retirement and investing plan while receiving unbiased answers to all of your retirement planning questions
including:
- How much do I need to have saved to retire?
- How much can I withdrawal each year?
- When should I take Social Security?
- Which pension options should I consider and avoid?
- Should I pay off my house or car?
- How do I know when to buy and sell an investment?
- What should I look for in a financial advisor?
- How do I align my asset allocation so I can sleep well at night?
- And more...
We'll cover all of this and more in a 1.5 hour workshop that is designed to meet you where you are at, empower you to ask the right questions, and even start you down the path of investing on your own.
Take control of your retirement by registering today: Next Open Webinar: Monday November 2nd, 1pm
This is a fun and interactive webinar designed for you. Whether you're in it for the free tools and resources to double check the work you've already had done, or you're looking for that all-important starting point, rest assured in the fact that the goal of the workshop it to provide both hands-on skills as well as relevant knowledge that you can put to work right away.
The pace and depth of the class will allow you to interact with me and other investors, creating a safe environment to ask a number of things including hot topics such as whether gold and silver should be in your portfolio, if buy-and-hold really works, or simply, what's the difference between a mutual fund and ETF.
This is a do-it-together style class focused on helping you craft you own retirement and investment plan and is only recommended for:- People who have some existing retirement savings
- Want to double check some advice they have already received but aren't sure about
- Are only a few years away from retirement
- Don't want to be sold an annuity, life insurance, or get charged thousands of dollars for something they can do for free online.
Take control of your retirement by registering today: Next Open Webinar: Monday November 2nd, 1pm.
Naked Retirement
Fun and creative approach to retirement that focuses on planning for the everyday life aspects of it. Learn how to make your retirement a
time of life that is truly meaningful, answer the three most powerful retirement questions that will change it forever, re-invent
yourself, prepare for important conversations to strengthen your relationships, and develop wellness habits for your body, mind, and
spirit.
By focusing on "You" instead of your money we will help you remove the burden, worry and stress related to how much you need to save or how long your money will last. Instead, we will make you feel more confident and in-tune with yourself and relationships as you enter retirement.
This webinar is not only designed to save you years of heartache and pain but is also healthy and refreshing because you're taking time
out for yourself. It's fun because it's different than anything you've even done with retirement before and brings you back to center by
creating the time and space you need (and deserve) to think about what is most important for you to do and get out of retirement.
Take control of your retirement by registering today: Next Open Webinar: Tuesday, October 20th
No one wants to end up alone, out-of-touch, or insecure in retirement and I want to make sure that doesn't happen to you. One of the key results of the program is a Naked Retirement Plan that will have you beaming when you tell others how you plan to stay relevant, connected, and happy in retirement.
By helping you see that a successful retirement is one in which you overcome obstacles with the right perspective and that by being aware before they unravel, we help you create a retirement plan that's true to who you are and what's really important to you. That's what creates personal significance and attracts
This is a personal and interactive webinar filled with music, exercises, and opportunities to share and hear what other have to say about retirement.
Take control of your retirement by registering today: Next Open Webinar: Tuesday, October 20th
Unlocking Retirement Income Secrets - The Underground Playbook For Today's Intelligent Retiree
Learn cutting-edge strategies to dramatically boost retirement income and why it's time to say goodbye to buy-and-hold investment
strategies and packaged products like annuities and outdated mutual funds. Learn why the financial services industry is brainwashing you
to be afraid of individual stocks and high yield asset classes like Preferred Stocks.
People today are more responsible than ever for their retirement savings and many popular investments can't even come close to keeping pace with inflation. But you don't have to accept higher risks or lackluster returns to keep your nest egg growing while putting more money in your pocket. These are the innovative techniques I have cultivated over almost two decades of front-line investing experience and share with thousands of readers through my nationally syndicated column on Forbes.com. You'll walk away with a variety of clear-cut ideas and strategies to generate portfolio yields between 4%-6% while maintaining safety measures well below those of the major indices such as the S&P 500 or Dow.
Take control of your retirement by registering today: Next Open Webinar: Thursday, October 27th
This is a do-it-yourself style class focused on using your own portfolio to put more money in your pockets. It is only recommended for:
- Existing retirees who are either already managing their own portfolio
- Frustrated with their current advisors approach
- Want to start being more involved and educated on their investment selection and management process.
People who attend this workshop can expect to feel more confident in their ability to ask the right questions and select income oriented investments that fit their retirement goals and needs. The use of real-life examples and easy-to-understand analogies turn investment jargon into plain English and will put you at the top of your investment game.
The depth of the material which includes discussions about dividend paying stocks, income oriented ETFs, preferred stocks, individual bonds, and even cash management strategies such as how to find the best CD rates, is designed to meet you where you're at in terms of your knowledge, experience, and comfort level.
The pace of the class is designed to add both knowledge and hands-on skills. It's a live webinar, so questions are encouraged. You'll be able to interact with me and other investors, creating an environment where knowledge and experience can not only be used for your own portfolio, but more importantly, shared with others and even passed down for generations.
This is a hard-hitting two-hour class that overflows with empowering insight and how-to's. It's one you can't afford to miss for three crucial reasons.
Take control of your retirement by registering today: Next Open Webinar: Thursday, October 27th