The Intelligent Retirement Plan™
A smarter leap from career into your golden years.
What?
Classroom Instruction on
Expert Strategies to Enter
Retirement Well-Prepared
Where?
DFW-Area: UT Arlington,
TCC Northeast, TCC Northwest,
& Tarleton State Ft. Worth
When?
Multiple Dates Offered
in the Spring and Fall
Semesters: Details Below
Retiring Smart Matters
The years leading up to retirement are unlike any other financial season of life. With shifting tax rules, market uncertainty, rising healthcare costs, and longer life expectancies, the decisions you make during this shift will shape your retirement for decades to come.
Intelligent planning isn’t optional; it’s essential.
Whether your goal is to protect what you’ve built, create reliable income, or preserve your lifestyle, this class provides the framework you need to make informed, intentional decisions before this new chapter begins.
You'll Learn How To:
Identify Critical Decisions that Must be Made Before You Retire, Not After
Reduce or Eliminate Retirement Taxes, Unexpected Expenses, & Legal Challenges
Create Reliable Retirement Income
Protect Your Lifestyle from Market Volatility, Inflation, & Preventable Risk
Align Your Money with the Life & Purpose You Desire in Retirement
Avoid the Common (& Costly) Mistakes that New Retirees Make in the First 5 Years
Why THIS Planning Can't Wait:
This class reveals the steps to reframing retirement as a purposeful shift, not a leap of faith.
You’ll uncover common mistakes that leave new retirees vulnerable, discover the unique challenges that arise during this time, and learn how to create reliable retirement income.
Most importantly, you’ll make intelligent choices that align with your values, priorities, and long-term goals.
Who this class is designed for:
This education experience is ideal for anyone approaching retirement who wants to feel well-prepared, not rushed or uncertain, about what comes next.
We break down complex topics such as income planning, tax reduction, healthcare, and risk management into clear, understandable concepts.
No prior experience required, just a desire to create a smarter plan to go from saving to living.
Trusted Financial Education:
Led by a CERTIFIED FINANCIAL PLANNER™ and fiduciary expert, the material is filled with practical insights and real case studies.
You’ll explore all the elements of entering retirement and how they work together to create an seamless shift into your next chapter so you can retire with peace of mind.
The class is purely educational, and no financial products are discussed, promoted, or sold.
Want more details? Request the official The Intelligent Retirement Plan™ Course Catalog to get all the course information and dates for this semester.
This Course Includes:
Classroom Experience
Classes are led by a CERTIFIED FINANCIAL PLANNER™ who fills the course with valuable information and real-life examples. This format encourages participation and questions are welcomed.
Hands-On Learning Guide
Tuition includes a textbook written and designed by the instructors, with examples and interactive material that is yours to keep. This book is written to be easy to understand, and will help you follow along in class.
Comprehensive Education
Designed to help you see the “big picture,” this class offers you the opportunity to learn about the many various aspects of retirement planning and how you can design a personalized intelligent retirement plan.
One-On-One Expert Support
If you have questions that are personal in nature or would like to learn more, you are invited to arrange a meeting with your instructor after class. This private consultation is included for all students, but is not required.
Get The Course Catalog
Want more details? Get the course outline, the official syllabus, and learn about your instructors.
Request your copy today:
Request your copy of the official Retirement Transition Planning™ Course Catalog to get all the course information and dates for this semester delivered straight to your inbox.
Class Schedule
Upcoming Dates & Locations
No event found!
