Retirement Planning 101 Class

A free three-hour, intensive, hands-on retirement financial planning class held at Colleges and Universities throughout the Charlotte, NC metro area.

How to retire with confidence!

Join Us For A Complimentary Three-Hour Retirement Financial Planning Course On How To Plan Your Retirement Using Proven Strategies.

About the class

Retirement Planning 101 is a hands-on, in-depth look into the many nuances of retirement financial planning. We don’t waste your time reviewing basic principles, we focus our time on the important topics you need to understand to build a successful retirement plan.  We review actual case studies while allowing you the opportunity to ask specific questions.

Everyone who attends is eligible to receive a free, no-obligation, in-depth retirement plan.


I. Filling the Gaps In Retirement

  • Gaps = “Income Problems”
  • Health Care Options for Early Retirees
  • Long Term Care
  • What Happens After You Are Gone?
  • Tax Analysis

II. Income Planning

  • Inflation
  • Market Volatility
  • Losses Hurt You More Than Gains Help You
  • Conflicts of Interest
  • Fee-Based Fiduciaries
  • What’s Your Income Stream?
  • What Does Your Pension Look Like?
  • Social Security
  • Accumulation Phase
  • Distribution Phase
  • Retirement Income Myths

III. Case Studies

Your instructor will take you through a series of 5 case studies using anonymous data from existing client cases.

Attend a Class

University North Carolina Charlotte
Student Union Building
8845 Craver Road Charlotte, NC 28262

Saturday, May 21 at 10:00 AM – 12:30 PM
Tuesday, May 24 at 6:00 PM – 8:30 PM
Thursday, May 26 at 6:00 PM – 8:30 PM


Women, Wealth & Retirement Workshop

Held at: Queens University Sports Complex, Monday, October 18 and/or Tuesday, October 19 from 6:45 - 8:45 PM. Get expert insights on how to create a fail-proof blueprint to get retired and stay retired. 

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