What?
Classroom Instruction
on Professional Retirement
Planning Strategies
Where?
DFW-Area: UT Arlington,
TCC Northeast, TCC Northwest,
and Tarleton State Ft. Worth
When?
Multiple Dates Offered
in the Spring and Fall
Semesters: Details Inside
Being Prepared Matters
The financial landscape is always changing. New tax laws are taking effect, the stock market is experiencing unprecedented volatility, and the cost of healthcare is rising.
Now, more than ever, it is important to have sound financial strategies in place to ensure a successful retirement. Whether your objective is to build a nest egg, protect your assets or preserve your standard of living throughout retirement, this course will help you plan your future with confidence.
Register to learn:
- How Much Money You’ll Need to Retire
- How to Set Clear, Achievable Financial Goals Using Proven Planning Frameworks
- How To Reduce or Eliminate Taxes, Delays, Expenses, and Legal Challenges
- Practical Strategies to Prevent Running Out of Money, Even in Uncertain Markets
- The Difference Between IRAs And Roth IRAs and Which One is Right For You
- The real cost of retirement, and how to calculate exactly what you will need
- How inflation quietly affects your future and techniques to stay ahead of it
- Which tax strategies can stretch your savings and reduce lifelong tax burden
- The different retirement income sources and how to maximize each one
- How to build a sustainable withdrawal plan that supports your lifestyle
- How to bring everything together into a personalized retirement plan
Who Should Attend?
The financial world is shifting faster than ever. New tax laws are emerging, market volatility is becoming more unpredictable, and healthcare costs continue to climb. In times like these, having a solid, well-thought-out retirement strategy isn’t just helpful, it’s essential.
Whether your goal is to build a stronger nest egg, safeguard assets, or preserve your standard of living throughout retirement, this class will give you the knowledge to plan your future with confidence.
Want more details? Request the official Strategic Retirement Masterclass™ Course Catalog to get all the course information and dates for this semester.
This Course Includes
We go beyond traditional financial advice, combining personalized planning, smart tax strategies, and ongoing financial education to help you make decisions that align with your goals and values.
TRUE CLASSROOM EXPERIENCE
Strategic Retirement Masterclass™ is designed to be both enjoyable and deeply informative. Led by a CERTIFIED FINANCIAL PLANNER™ and fiduciary expert, the material is filled with practical insights and real case studies. The setting encourages open discussion, allowing you to ask questions and fully engage in the learning experience.
Hands-On Learning Guide
You’ll receive a course textbook created by your instructor filled with examples and interactive content to help understand each concept with ease. Written in clear, accessible language, this book is yours to keep and will serve as a reliable home reference long after class is over.
Comprehensive Education
Unlike typical financial seminars that only cover one topic, this program helps you understand the “big picture”. You’ll explore all the elements of retirement planning and how they work together to plan a secure financial future. The class is purely educational, and no financial products are discussed, promoted, or sold.
One-on-One Expert Support
For personal questions or a deeper look into retirement planning for your unique situation, you’ll have the option to meet one-on-one with your instructor at no additional cost. This private session is offered exclusively to students and is completely optional, but is not required.
This Course Includes:
Request Your Copy
Want more details? Request your copy of the official Strategic Retirement Masterclass™ Course Catalog to get all the course information and dates for this semester delivered straight to your inbox.
Upcoming Class Schedule
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