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The Changing World of Retirement Planning

This course follows the content of these two books:


The rules for a retiring generation of baby boomers has changed. Learn how those changes affect you as you strive for a prosperous retirement. 

During our workshop you will learn how to:

  • Evaluate the impact of the 2021 tax law changes on your retirement.
  • Determine if you have enough money for retirement.
  • Use the 3 basic types of retirement accounts to maximize cash flow in retirement.
  • Evaluate the benefits of a Roth Conversion.
  • Maximize Social Security Income.
  • Reduce, or eliminate unwanted expenses or delays with estate planning. 
  • Understand if your portfolio is truly "diversified". 
  • Avoid the three basic "pitfalls" of retirement distribution planning. 


You will find this course relevant if you are developing a retirement plan, nearing retirement, or recently retired. Regardless of your stage in the process, you'll learn updated strategies that will help you build and preserve wealth in volatile times. Above all, this course is designed to help you assess your current financial position, then lay out a personalized roadmap that helps you achieve your retirement goals. 


Many of the retirement strategies utilized by your parents have grown outdated and may no longer have application to those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today as you prepare to retire in the 21st century.  You'll learn about the effects of Social Security taxation as well as the common distribution pitfalls in retirement. 

Perhaps most importantly, this class will teach you how to develop a personalized strategy as you confront the challenges of retiring in a rapidly changing world. 


There's a difference between taking your financial cues from media outlets and learning the basics of retirement planning from a trusted, reliable, unbiased source. This course is designed to give you an exhaustive and comprehensive view of financial education while uncovering the many new pitfalls that threaten to derail many retirees in the 21st century.