Retirement Success Formula - 2 Part Dinner Series

Course Overview

We are combining our "Retirement Process" and "IRA Mastermind workshops into one evening with a complimentary meal.

If you are retired or approaching retirement, you may be tired of experiencing market volatility and mediocre results after sitting with multiple advisors. This series is designed to help you identify your financial vision and guide you through a tactical approach to managing your retirement. Your retirement is too fragile to hope for the best; Invest in your future and learn how to avoid the most common mistakes made by retirees.

Here's what we'll learn together: 

  • Identitying Your Financial Goals
  • Understanding Your Risk Threshold
  • IRA Conversions and Aggregations
  • Properly Calculating Required Minimum Distributions
  • RMD's Effect on Taxes
  • Correctly Titling IRA's for Beneficiaries


Course Attendee Testimonials

  • Dennis, Saline, MI

    The Medicare workshop presentation was thoroughly informative and easy to digest. It was was such an eye-opener! 

  • Mark, Dexter, MI

    I've been to several Medicare presentations over the years. Out of all of them, Austin was the most knowledgeable speaker I've ever seen.

  • Gina, Brighton, Michigan

    I attended the IRA distribution course with my mother. Chris is a natural teacher and delivered useful information in an excellent manner. I would highly recommend this class to anyone unsure about IRA accounts and distributions.

  • Pete, Novi, Michigan

    Unfortunately I did not get the opportunity to thank you in person, however I want to thank your team for a very interesting course. Besides the fact that it was fun, it was a good investment of my time. I now understand the Medicare Donut Hole!