Join Us for an Educational Retirement Planning Course

Today's Retirement World

Learn about how Today’s Retirement World is different from the past and how to properly prepare for and maintain a retirement plan in today’s global and ever-changing financial world.

Pick My Course Dates and Register

Click on a set of dates below to register!

Prepare Institute consists of 2 consecutive sessions designed for those in the early stages of retirement or those about to retire. This series will look at topics that can be challenging during retirement such as asset risk, retirement income, taxes, Social Security, estate planning and many others.


An educational course designed to provide you with timely retirement planning guidance.

What You’ll Learn

  • Tax Planning – First learn how the tax system works and about all the different types of taxes in retirement. Then learn about upcoming proposed tax legislation increases and the taxation tools and strategies available for use to reduce or eliminate these taxes and become as tax efficient as possible.
  • SECURE Act and CARES Act - Learn the details of these two new Acts that changed many retirement rules, laws and guidelines, and learn how they will affect your retirement and your heirs.
  • Income Planning - Learn how to develop the proper income distribution plan and draw from that plan in the most proper way to ensure maximum lifetime income with minimal tax.
  • Social Security - Learn about how the Social Security system works, potential changes coming to the system and the strategies available as to how and when to elect your benefits.
  • Wealth Management - Learn about why investing in retirement is different from investing during your working years. Learn how markets work, the effects of volatility on a retirement plan and the different investment philosophies available.
  • Healthcare and Insurance – Learn detailed information on healthcare, Medicare, life insurance and long-term care to help protect your retirement.
  • Legal Documents - Learn how to properly plan your estate through the use of wills, trusts and other legal documents.
Pick My Course Dates and Register

Limited Time Offer

 $99  $49 

Hours
Minutes
Seconds

Course Tuition Includes:

  • Prepare Institute course registration, plus a FREE guest
  • Multi-page interactive workbook
  • Step by Step Process To Apply This New Knowledge
  • Real Life Illustrations
  • & SOOOOO MUCH MORE!

About Your Instructor

Joe Alexander - a graduate of Texas Tech University and honed his professional skills in both the aviation and automotive fields before focusing all of his efforts and energies in the financial services industry a number of years ago.

Steve Alexander - a former law enforcement officer for the city of Mesquite and a graduate of the University of Texas at Arlington. He has nearly 20 years of experience in municipal government, including six terms as a city councilman.

Steve Perrmann - a graduate of Washington University. Steve is a Senior Partner with e3Wealth and brings more than 25 years of engineering-related experience to the firm.

Register Now

1

Tell us about yourself

By submitting your request, you grant permission for RSVP.org or their partners to contact you by phone, text messaging and/or email using the phone number or email address that you provided so we may assist you with your request for a free case evaluation and that these partners may use an automatic telephone dialing system even if the number provided is a wireless line. Being contacted is not a condition of purchase or acceptance of services of any kind.

Privacy Policy | Terms and Conditions
RSVP.org is owned and operated by LeadingResponse, a BBB-accredited business.
Copyright © 2022. All Rights Reserved.