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

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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

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
MALLICK TOWER
101 SUMMIT AVENUE
SUITE 910
FORT WORTH, TX 76102

(817) 210-3444
INFO@STRITTMATTERWEALTH.COM

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