Getting Ready for Retirement

Financial Education Course for Adults on Professional Retirement Planning Strategies

What?

University Classroom Instruction on Retirement Planning in 2023

Where?

DFW-Area College Campuses: UTA, Tarleton Ft. Worth, and TCC South

When?

Multiple Convenient Dates Offered in Spring, Summer, and Fall 2023

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. 

Register today to learn: 

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. Here are just a few examples of the many things you will learn to:
 
  • Create the Retirement of Your Dreams
  • Avoid Running Out of Money in Retirement
  • Define your Financial Position for Retirement
  • Minimize Taxes on your Investments
  • Maximize how you Save for Retirement
  • Reduce tax on Required Minimum Distributions
  • Determine How Much Money You’ll Need to Retire
  • Establish clear Goals and Objectives to Stay on Course for Retirement
  • Help reduce or Eliminate Taxes, Delays, Expenses, and Legal Challenge

This course features classroom-style instruction that encourages questions, and a textbook with examples and interactive material that is yours to keep.

Learn tools used by professionals to build your Personalized Retirement Plan. Classes are led by a CERTIFIED FINANCIAL PLANNER™ who fills the who fills the presentation with valuable information as well as real-life examples. 

Discover “Big Picture” Strategies that give you the opportunity to learn about the many aspects of retirement planning and how they work together to build a successful retirement plan. 

A complimentary plan consultation is optional for those who have questions that are more personal in nature. This consultation is available for class attendees only, but is not required.

 

Class Outline and Syllabus:

Build the Foundation

Retirement Planning should begin as early as possible, but it’s never too late to start. Most people have a clear picture of what they want their retirement to look like, but many are not confident that their current plan can make it happen. This section is designed to reveal the strategies you need to build a foundation for your retirement goals.

TOPICS COVERED IN THIS SECTION:

  • What are Your Objectives?
  • What is Retirement Planning?
  • What are Retirement Planning Strategies?
  • SMART Goal Setting
  • Retirement Planning Process
  • Utilizing a Financial Planner
  • Life Planning in Retirement

Analyze Retirement Spending

Do you know what it would take for you to retire today? People like you are retiring earlier and living longer, which requires more financial planning and resources to ensure you don’t outlive your money. This section will give you the specific tools to learn how much you’ll need to retire, plan ahead for inflation, and learn how to avoid running out of money.

TOPICS COVERED IN THIS SECTION:

  • How to Avoid Running Out of Money
  • Inflation and Purchasing Power
  • Perception vs. Reality
  • How Much Will You Need to Retire?
  • Could You Retire Today?

Learn Strategies Used by Professionals

Even though Americans enjoy one of the highest per capita incomes and standards of living in the world, many find that they are unable to retire when planned or end up living their retirement years on incomes below the poverty level. This section will provide the tools and strategies to help improve your cash flow, manage multiple cash accounts, eliminate bad debt and utilize compound earnings to potentially double your money.

TOPICS COVERED IN THIS SECTION:

  • Financial & Cash Flow Statement
  • Cash Management Strategy
  • Credit & Debit
  • Bad Debt Elimination
  • Compound Earnings
  • Rule of 72

Work With Tax Laws

Taxes affect almost every aspect of personal finance. One major retirement mistake is not using tax laws to your advantage. Here you will discover strategies to make today’s tax laws work with your retirement plan and learn how to keep more of what you earn.

TOPICS COVERED IN THIS SECTION:

  • Important Tax Terms
  • This Year’s Tax Brackets
  • Current Year New Taxes
  • Tax Strategies

Finding Additional Income Sources

Proper planning in years leading up to your retirement can make all the difference in the world. In this section you will learn the difference between IRAs and Roth IRAs, discuss different types of employer-sponsored plans, and more. You will identify many potential sources of retirement income as well as discuss opportunities to maximize retirement savings.

TOPICS COVERED IN THIS SECTION:

  • Personal Retirement Sources
  • Employer-Sponsored Retirement Accounts
  • Social Security

Plan For Withdrawal

Upon retirement, you will be tasked with making crucial financial decisions about your retirement plan. In most cases, these decisions are irreversible and will affect the rest of your life. Here, we will discuss how to take money out of retirement plans to help you achieve your financial goals.

TOPICS COVERED IN THIS SECTION:

  • Taking Money Out of Retirement Plans
  • Retirement Plan Distribution Choices
  • Tax Considerations
  • Early Retirement Considerations
  • Required Minimum Distributions

Is this class for you?

This course has valuable information for everyone. We discuss the many ways to save for retirement and the advantages of each. You will learn how to potentially save money on taxes, help manage investment risk and protect your assets from potential long-term health care expenses. Most importantly, this course shows you how to assess your current financial situation and develop a personalized plan to pursue your retirement goals.

Josh Strittmatter

Josh W. Strittmatter, CFP® CRC®

Josh has been teaching Retirement Planning and several other financial subjects at many colleges and universities since 2010. His passion is education, and he believes knowledge and financial literacy are important for every person.

Kelly Buchfink

Kelly Buchfink, CFP®

Kelly has been in the financial industry since 2001 and enjoys applying her knowledge and experience to teaching. She enjoys educating others and hopes they gain understanding and inspiration to assist them in meeting their next financial goal.

February 2023
March 2023
May 2023
November 2023
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Get In Touch

Questions or comments? Fill out the form in this section, or contact us through the methods below.

Ready to get started? Click here to schedule a complimentary consultation with one of our friendly advisors today:

Strittmatter Wealth Management Group, LLC

At Strittmatter Wealth Management Group, we believe in freedom. Freedom to enjoy life. Our core purpose is to help our clients achieve this freedom by providing them with optionsand strategies suited to their financial goals and objectives.