What?
University Classroom Instruction on Professional Retirement Planning Strategies
Where?
DFW-Area College Campuses: UTA, Tarleton Fort Worth, and TCC South
WheN?
Multiple Convenient Dates Offered in Spring and Fall Semesters
Getting Ready for Retirement™
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 how 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
Take a look at the four things that are included in this course:
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, private one-on-one 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.
Request the official Getting Ready for Retirement™ Course Catalog to get all the class details for this semester.
Class Outline and Syllabus:
I. Build the Foundation
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.
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
II. 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?
III. Learn Professional Strategies
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
IV. Working 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
V. Find 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 Benefits
VI. 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
Our new financial education semester starts soon! Get all the information you need on courses, new topics, class dates, and college locations.
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.
This course is taught by industry-leading financial professionals. Meet your instructors:
Josh Strittmatter, CFP® CRC®
Josh has been teaching Retirement Planning and several other financial subjects at local colleges and universities since 2010. His passion is education, and he believes knowledge and financial literacy are important for everyone.
Kelly Buchfink, CFP®
Kelly has been in the financial industry since 2001 and enjoys applying her experience to teaching. She cares about educating others and hopes they gain knowledge and inspiration to help them meet their next financial goal.
2023 Spring Class Date Schedule:
Thursday, March 23rd
Getting Ready for Retirement™
6:30 pm – 9:30 pm
Tarleton State Fort Worth
Thursday, April 6th
Getting Ready for Retirement™
6:30 pm – 9:30 pm
Tarleton State Fort Worth
Thursday, June 8th
Getting Ready for Retirement™
6:30 pm – 9:30 pm
Tarleton State Fort Worth
Thursday, June 15th
Getting Ready for Retirement™
6:30 pm – 9:30 pm
Tarleton State Fort Worth
Be the first to know about 2023 fall class dates:
Get In Touch
Questions or comments? Contact us through the methods below, and a colleague at Strittmatter Wealth Management Group will be in touch within 24 hours:
Ready to get started? Click here to schedule a complimentary consultation with one of our friendly advisors today:
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Fort Worth, TX 76102
At Strittmatter Wealth Management Group, we believe in the pursuit of true wealth, which allows our clients to focus on the things in life that truly matter. Our core purpose is to help our clients achieve true wealth by providing them with options and strategies best suited to their unique financial goals and objectives.
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