Join Us for an Educational Retirement Planning Course

The Six Key Steps To Retirement Today

Modern-day financial planning to help grow & protect your assets, reduce taxes, and secure your legacy.

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Steps2Retirement 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

Key Retirement Foundations – Proper expectations, shifts in retirement thinking, important dates to plan for, and options for sound advice
New legislation and how it can impact your retirement and legacy planning
The 7 Biggest Risks in Retirement, and how you can potentially avoid them
Strategies to help maximize your Social Security benefits and boost your income
The 6 Fundamental Principles to Investing and proper asset allocation during retirement
Healthcare Needs – Understanding the ABCD’s of Medicare and considerations for long-term care
Tools and strategies to generate steady retirement income that you won’t outlive
Implications of new tax laws and how to potentially reduce your tax burden in retirement
Understanding Wills vs. Trusts, how to avoid probate, and the importance of a power of attorney

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Limited Time Offer

$99 $49

Hours

Minutes

Seconds

Course Tuition Includes:

Steps2Retirement course registration, plus a FREE guest
224-page interactive workbook
Comprehensive checklist for key retirement dates and to-do's
Budget planning worksheet
2021 Tax Planning Guide
Getting Your Financial House in Order Guide
Getting Your Estate in Order Guide
Complimentary personal strategy session

About Your Instructor

Every seminar host and event speaker is passionate about empowering attendees with the knowledge and confidence needed to take control of their own financial future. In addition to learning how to achieve your current and long-term financial goals, you’ll get valuable advice on topics such as when to apply for Social Security benefits, how to protect your financial legacy for future generations with a well-crafted estate plan, strategies for reducing your tax burden during retirement and so much more.

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Consent for Contact

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.

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Frequently Asked Questions

What is Steps2Retirement?

Steps2Retirement is a nationally-recognized financial education course taught by licensed financial professionals. Class instruction is held at universities and community colleges nationwide, with a mission to provide research-based, unbiased education to those in or planning for retirement.

Who should attend a Steps2Retirement educational course?

The curriculum covered in the Steps2Retirement course is best-suited for those planning for or in the early stages of retirement.

How much does the course cost to attend?

Course tuition is $49, which includes access for yourself and one complimentary guest. This will grant you access to local course instruction, as well as all workbooks, planning guides, and handouts that accompany the curriculum.

Is the course tuition refundable?

Absolutely. If you are forced to cancel OR attend both course sessions and don’t feel you were provided with enough value, the course instructor will refund 100% of your course tuition.

Are there any education prerequisites? Do I need a college degree to attend?

No. While most Steps2Retirement courses are taught at universities and community colleges nationwide, students are not required to have any level of college experience.

Is this a course being offered by the college?

While some Steps2Retirement classes are sponsored by a university of community college, they are not part of the semester-long class schedule. The course consists of 2 individual class sessions only.

Will I be sold anything?

Absolutely not. The Steps2Retirement course is strictly educational and selling of any kind is prohibited. You may, at your own discretion, decide to pursue your course instructor for further assistance in any area of financial and retirement planning.

Is Steps2Retirement affiliated with any government agency?

No, Steps2Retirement is not affiliated with the U.S. government, Social Security Administration, U.S. Centers for Medicare & Medicaid Services, or any governmental agency.