
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
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
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?
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?
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?


MALLICK TOWER
101 SUMMIT AVENUE
SUITE 910
FORT WORTH, TX 76102
(817) 210-3444
INFO@STRITTMATTERWEALTH.COM
Are you ready to start your journey to financial freedom?
Schedule a complimentary consultation with on of our advisers today!