The Class

We offer a three-hour, intensive, hands-on class at different colleges and universities located throughout the St. Louis metro area.  All who attend one of our classes receive a free, no-obligation, in-depth retirment plan.

Our Approach

It's a hands-on deep-dive into all the nuances of retirement financial planning.  We don't waste your time reviewing the most basic principles, we focus our time on important topics you need to understand to build a successful retirement plan.  We will review several case studies and allow you the opportunity to ask specific questions.

Register for an Upcoming Class

  • Retirement Planning 101 | July 23, 2019 at 6pm

    Tuesday July 23, 2019

    Retirement Planning 101 | July 23, 2019 at 6pm
    Join us at Southwestern Illinois College for a two-hour course to plan your retirement with a proven strategy.
    Time: 6:00 pm
    Southwestern Illinois College, Liberal Arts Building Room 1218
    Address:2500 Carlyle Avenue
    Belleville, IL
    62221
  • Retirement Planning 101 | July 25, 2019 at 6pm

    Thursday July 25, 2019

    Retirement Planning 101 | July 25, 2019 at 6pm
    Join us at Southwestern Illinois College for a two-hour course to plan your retirement with a proven strategy.
    Time: 6:00 pm
    Southwestern Illinois College, Liberal Arts Building Room 1218
    Address:2500 Carlyle Avenue
    Belleville, IL
    62221

RETIREMENT FINANCIAL PLANNING 101 SYLLABUS


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 Pensions Look Like?
  • Social Security
  • Accumulation Phase
  • Distribution Phase
  • Retirement Income Myths

III. Case Studies

  • Case Study 1
  • Case Study 2
  • Case Study 3
  • Case Study 4
  • Case Study 5

THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

We offer a complimentary "Get Acquainted" meeting to describe our services and to see if our services are right for you.
 

Contact

  • Phone:
    (314) 858-1122
  • E-Mail:
    This email address is being protected from spambots. You need JavaScript enabled to view it.

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Investment advice offered through Financial & Tax Architects, Inc. ("FTA").
FTA is a Registered Investment Advisor.