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

Due to COVID-19 locations are subject to change

If for any reason you are unable to attend the class due to unforeseen changes we will be happy to refund you or enroll you into a different class that better suits you. For the safety of our students and instructors we are taking extra precautions (1) limited class sizes (2) face masks/face shields will be required (3) 6ft social distancing will be enforced (4) hand-sanitizer will be provided.

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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

Click Here To Learn More About Course

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

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
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!

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