Organizer: Strittmatter Wealth Management Group, LLC
Instructors: Josh W. Strittmatter, CFP®, CRC® and Kelly Buchfink, CFP®
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.
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
“Big Picture” Strategy Tools for your Retirement
Complimentary Retirement Plan Consultation
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?
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
Classroom Instruction and Course Textbook
Tools to Develop a Personalized Estate Plan
“Big Picture” Strategy Tools for your Personal Estate
Complimentary Estate Plan Consultation
Are you ready to start your journey to financial freedom?
Schedule a complimentary consultation with on of our advisers today!
If you have any questions or would like to schedule to meet with one of our advisors please fill out the form below. We will have a team member reach out to you within 24 hours to further assist you!
Copyright 2020 Strittmatter Wealth Management Group, LLC.