The Intelligent Retirement Plan™

Financial Education Course for Adults

Identify Critical Decisions that Must be Made Before You Retire, Not After
Strategically Plan to Enter Retirement Well-Prepared
Reduce or Eliminate Taxes, Delays, Expenses, & Legal Challenges
Create Reliable Retirement Income Without Guessing or Unnecessary Risk
Protect Your Lifestyle from Market Volatility, Inflation, & Unnecessary Expenses
Avoid Common & Costly Mistakes New Retirees Make in the First 5 Years

Date: Thursday, February 26, 2026

Time: 6:00pm to 9:00pm

Location: Fort Worth, TX

Tuition: $69/Person. Bring a Guest Free!

You will receive an email confirmation upon registration. Please check your inbox, spam, and junk folders, and add us to your Safe Senders list. If you have any issues registering for this class, please call us at (817) 210-3444 and we will be happy to assist you.

This course teaches the tools you need to plan a smarter shift from career to golden years.

Why This Course Matters:

The years leading up to retirement are unlike any other financial season of life. The decisions you make during this transition will shape your retirement for decades to come. With shifting tax rules, market uncertainty, rising healthcare costs, and longer life expectancies, intelligent planning isn’t optional, it’s essential.

This course is designed to help you move from your final working years into retirement with a smarter plan. 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.

Is this Course for You?

This education experience is ideal for anyone approaching retirement who wants to feel prepared, not rushed or uncertain, about what comes next. Discover the unique challenges and opportunities that arise as you begin your retirement years.

We break down complex topics into clear, understandable concepts. You’ll learn how to make thoughtful choices that align with your values, priorities, and long-term goals. Most importantly, this class empowers you to create your own strategic retirement plan so you begin your retirement with peace of mind.

What Students Are Saying

“I thought I was ready for retirement before this class, but now I’m sure I am ready. The teacher was very knowledgeable and answered all of my questions, especially my worries about market volatility. Highly recommend for anyone wanting to retire with confidence!”

“When my husband and I took this course, he was one year from retirement. Everything we learned we were able to apply immediately, and made his retirement a thousand times better. Some of our friends have taken this course as well, and found it to be invaluable.”

“I walked into this class overwhelmed and unsure where to start. By the end, I finally had some real, actionable advice about my retirement shift. The worksheets, guidance, and explanations made everything feel doable. For the first time, I feel confident and excited instead of anxious about the years ahead. This course was truly life-changing.”

“As a widow preparing for retirement on my own, I desperately needed some guidance that I could trust. This course broke everything down step-by-step and gave me reassurance I didn’t think I could feel about my finances. The teacher’s kindness and expertise were incredible. I now have a plan, and finally some hope, for my next chapter.”

“I’ve taken financial classes before, but none compare to this. It addressed every question I had, and even many that I didn’t even realize I should be asking. The retirement income module was especially eye-opening. For the first time, I understand how to turn my savings into dependable retirement income. I wish I could’ve taken this class years ago.”

“My husband and I took this class together, and it sparked the most productive financial conversations we’ve had in decades. We finally feel aligned about our goals and we’re starting to build a more strategic retirement plan. This class literally transformed our fears into action. If you’re nearing retirement, take this class!! It’s the best investment you can make.”

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