Retirement Planning 101 Class
A free 1 1/2 hour, intensive, hands-on retirement financial planning class held at Colleges and Universities throughout the Kansas City metro area.
How to retire with confidence!
Join Us For A Complimentary 1 1/2 Hour Retirement Financial Planning Course On How To Plan Your Retirement Using Proven Strategies.
About the class
Retirement Planning 101 is a hands-on, in-depth look into the many nuances of retirement financial planning. We don’t waste your time reviewing basic principles — we focus our time on the important topics you need to understand to build a successful retirement plan. We review actual case studies while allowing you the opportunity to ask specific questions.
Everyone who attends is eligible to receive a free, no-obligation, in-depth retirement plan.
RETIREMENT FINANCIAL PLANNING 101 SYLLABUS
I. Filling the Gaps In Retirement
- Gaps = “Income Problems”
- Health Care Options for Early Retirees
- Long Term Care
- What Happens After You Are Gone?
- Tax Analysis
II. Income Planning
- Inflation
- Market Volatility
- Losses Hurt You More Than Gains Help You
- Conflicts of Interest
- Fee-Based Fiduciaries
- What’s Your Income Stream?
- What Does Your Pension Look Like?
- Social Security
- Accumulation Phase
- Distribution Phase
- Retirement Income Myths
III. Case Studies
Your instructor will take you through a series of 5 case studies using anonymous data from existing client cases.
*The class materials presented are Scout Financial Group’s, they have not been reviewed or endorsed by any institution. Scout Financial Group is not affiliated with any College or University.
Attend a Class
University of Saint Mary
Overland Park Campus
11221 Roe Ave Suite 100,
Leawood, KS 66211
Class starts at 6 pm