Organizer: Strittmatter Wealth Management Group, LLC

Instructors: Josh W. Strittmatter, CFP®, CRC® and Kelly Buchfink, CFP®

Up-Coming Courses

Organizer: Strittmatter Wealth Management Group, LLC

Instructors: Josh W. Strittmatter, CFP®, CRC® and Kelly Buchfink, CFP®

Up-Coming Courses

Organizer: Strittmatter Wealth Management Group, LLC

Instructors: Josh W. Strittmatter, CFP®, CRC® and Kelly Buchfink, CFP®

Up-Coming Courses

October 2021
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Prepare Yourself for Retirement

HAVE YOU ANSWERED THE FOLLOWING 8 QUESTIONS?

  • How do I know what I am worth?

  • Where does all of my money go?

  • How do I know if I am on track for retirement?

  • How do I budget for retirement?

  • How much insurance do I need and which ones?

  • How do I minimize taxes in retirement?

  • How will I pay myself in retirement?

  • How should I be investing for retirement?

REGISTER TO LEARN

  • The benefits and importance of having a personalized plan

  • How to create your plan strategy and process to establish clear goals and objectives for a successful retirement

  • How to create an early withdrawal plan to utilize the best strategies to avoid penalties and gain early access to your retirement funds

  • How to calculate your retirement spending to avoid inflation pitfalls and find out how to avoid running out of money.

  • Strategies to help reduce or eliminate taxes, expenses, delays and legal challenges associated with retirement.

WHAT THIS COURSE INCLUDES:

  • Classroom Instruction and Course Binder

  • Workbook to Develop a Step-By-Step Retirement Planning Guide which includes 8 Key Retirement Worksheets

    • Net Worth Statement

    • Cash Flow Statement

    • Money Ratio Calculation

    • Insurance Needs Analysis

    • Tax Minimization

    • Retirement Income

    • Retirement Investment

  • “Big Picture” Strategy Tools for your Retirement

  • Complimentary Retirement Plan Consultation

REGISTER TO LEARN

  • The benefits and importance of having a personalized plan

  • How to create your plan strategy and process to establish clear goals and objectives for a successful retirement

  • How to create an early withdrawal plan to utilize the best strategies to avoid penalties and gain early access to your retirement funds

  • How to calculate your retirement spending to avoid inflation pitfalls and find out how to avoid running out of money.

  • Strategies to help reduce or eliminate taxes, expenses, delays and legal challenges associated with retirement.

WHAT THIS COURSE INCLUDES:

  • Classroom Instruction and Course Binder

  • Workbook to Develop a Step-By-Step Retirement Planning Guide which includes 8 Key Retirement Worksheets

    • Net Worth Statement

    • Cash Flow Statement

    • Money Ratio Calculation

    • Insurance Needs Analysis

    • Tax Minimization

    • Retirement Income

    • Retirement Investment

  • “Big Picture” Strategy Tools for your Retirement

  • Complimentary Retirement Plan Consultation

REGISTER TO LEARN

  • The benefits and importance of having a personalized plan

  • How to create your plan strategy and process to establish clear goals and objectives for a successful retirement

  • How to create an early withdrawal plan to utilize the best strategies to avoid penalties and gain early access to your retirement funds

  • How to calculate your retirement spending to avoid inflation pitfalls and find out how to avoid running out of money.

  • Strategies to help reduce or eliminate taxes, expenses, delays and legal challenges associated with retirement.

WHAT THIS COURSE INCLUDES:

  • Classroom Instruction and Course Binder

  • Workbook to Develop a Step-By-Step Retirement Planning Guide which includes 8 Key Retirement Worksheets

    • Net Worth Statement

    • Cash Flow Statement

    • Money Ratio Calculation

    • Insurance Needs Analysis

    • Tax Minimization

    • Retirement Income

    • Retirement Investment

  • “Big Picture” Strategy Tools for your Retirement

  • Complimentary Retirement Plan Consultation

Register Now

Prepare Yourself for Retirement

HAVE YOU ANSWERED THE FOLLOWING 8 QUESTIONS?

  • How do I know what I am worth?

  • Where does all of my money go?

  • How do I know if I am on track for retirement?

  • How do I budget for retirement?

  • How much insurance do I need and which ones?

  • How do I minimize taxes in retirement?

  • How will I pay myself in retirement?

  • How should I be investing for retirement?

REGISTER TO FIND OUT

Prepare Yourself for Retirement

HAVE YOU ANSWERED THE FOLLOWING 8 QUESTIONS?

  • How do I know what I am worth?

  • Where does all of my money go?

  • How do I know if I am on track for retirement?

  • How do I budget for retirement?

  • How much insurance do I need and which ones?

  • How do I minimize taxes in retirement?

  • How will I pay myself in retirement?

  • How should I be investing for retirement?

REGISTER TO FIND OUT

Organizer: Strittmatter Wealth Management Group, LLC

Instructors: Josh W. Strittmatter, CFP®, CRC® and Kelly Buchfink, CFP®

Organizer: Strittmatter Wealth Management Group, LLC

Instructors: Josh W. Strittmatter, CFP®, CRC® and Kelly Buchfink, CFP®

REGISTER TO LEARN

  • The benefits and importance of having an estate plan

  • The differences between wills and trusts

  • How to plan for incapacitation and what to do when a loved one dies

  • How to avoid probate and its associated costs, and minimize taxes

  • Strategies to protect your assets from creditors and the government

WHAT THIS COURSE INCLUDES:

  • Classroom Instruction and Course Textbook

  • Tools to Develop a Personalized Estate Plan

  • “Big Picture” Strategy Tools for your Personal Estate

  • Complimentary Estate Plan Consultation

REGISTER TO LEARN

  • The benefits and importance of having an estate plan

  • The differences between wills and trusts

  • How to plan for incapacitation and what to do when a loved one dies

  • How to avoid probate and its associated costs, and minimize taxes

  • Strategies to protect your assets from creditors and the government

WHAT THIS COURSE INCLUDES:

  • Classroom Instruction and Course Textbook

  • Tools to Develop a Personalized Estate Plan

  • “Big Picture” Strategy Tools for your Personal Estate

  • Complimentary Estate Plan Consultation

Register Now
Register Now

Course Syllabus

FINANCIAL BASICS

Most people have a very clear picture of what they want their retirement to look like, but they are not confident that their current plan will get them there. This section is designed to give you the tools you need to build a foundation for your retirement goals.

YOU’LL LEARN ABOUT:

  1. Retirement Income: Perception vs Reality
  2. Nine reasons people are not
  3. adequately prepared for retirement
  4. Using credit wisely
  5. Compound Interest
  6. Impact of income taxes and inflation
  7. Emergency cash reserve
YOUR RETIREMENT INCOME

There are many options for claiming Social Security and your employer retirement income. This section will identify the main sources of retirement income and give you the tools you need to manage those income streams.

YOU’LL LEARN ABOUT:

  1. Sources of Retirement Income
  2. Social Security
  3. The Value of Tax-Deferred Savings
  4. Individual Retirement Plans
  5. Employer-Sponsored Retirement Plans and Distribution Options
  6. Required Minimum Distribution Rules
  7. Choosing Your Retirement Beneficiary
  8. Checklist for a Confident Retirement
INVESTMENT AND INVESTMENT STRATEGIES

Choosing an investment strategy is one of the most important decision that you will make while planning for your retirement. Learn about cash accounts, stocks, bonds, mutual funds, exchange traded funds, individually managed accounts, tax-deferred annuities and important things to consider before you invest.

YOU’LL LEARN ABOUT:

  1. Debt and Equity Investment
  2. Stocks
  3. Bonds
  4. Mutual Funds
  5. Tax-Deferred Annuities
  6. Asset Allocation
RISK MANAGEMENT

Insurance can play a valuable role in your retirement and can help protect your assets. This section will help you assess your risk and determine what types of insurance may be appropriate for your financial objectives.

YOU’LL LEARN ABOUT:
  1. Ways to Help Manage Risk
  2. Health Insurance
  3. Medicare
  4. Disability Income Insurance
  5. Long-Term Care Insurance
  6. Changing Life Inusrance Needs
  7. Types of Life Insurance
ESTATE PLANNING

Learn about necessary estate planning documents, such as wills, power of attorneys, and trusts. Just as it is important to plan for your retirement, it is also important to plan ahead for the distribution of your assets.

YOU’LL LEARN ABOUT:
  1. Importance of Estate Planning
  2. Distributing Assets at your Death
  3. Taxes and Your Estate
  4. Providing Money for Estate Transfer Costs
RETIREMENT LIFESTYLE

Retirement is your opportunity to kick back and relax. Enjoying your retirement is not just about the numbers. This section will give you some things to think about as you plan for travel, volunteering, and starting this new and exciting journey.

YOU’LL LEARN ABOUT:
  1. Ten Tips for a Healthy Retirement
  2. The New “Working” Retirement
  3. Traveling Outside The United States
  4. Volunteerism
  5. Thinking About Relocating
  6. Lifelong Learning
MALLICK TOWER
101 SUMMIT AVENUE
SUITE 910
FORT WORTH, TX 76102
(817) 210-3444
INFO@STRITTMATTERWEALTH.COM

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