Retirement Planning 101 Class

You’ve Been Personally Invited, June 17th

Hi there—I’m Scott Peterson, and if you’ve landed on this page, it’s because someone you trust referred you to me. That means a lot. Most of the people I work with today come through personal referrals, and I take that responsibility seriously.

Over the past decade as a fiduciary financial advisor, my focus has been helping individuals and couples navigate retirement with clarity and confidence. To ensure my clients’ friends and family can access the same level of trusted guidance, I’ve created a private, referral-only retirement class.

This class is not open to the public.
It’s reserved exclusively for those who have been personally invited by my clients and professional network—people like you.

What You’ll Learn in This Complimentary Class

Retirement Planning 101 is a 2½-hour workshop where we’ll dig into the real-life challenges and decisions that come with planning for retirement. This isn’t a surface-level overview or a sales pitch—it’s an in-depth, hands-on session where we’ll cover:

✅ Income planning strategies for life after work
✅ How to optimize Social Security benefits
✅ Preparing for inflation and taxes in retirement
✅ Real-world case studies and proven strategies
✅ Time for your specific questions

Why This Class Is Different

Because the class is only for referrals, we have designed it to be more personal with limited availability. Whether you’re retiring soon or just want to be sure you’re on the right track, after our 2-part session, you’ll walk away with an in-depth written retirement plan and practical guidance you can use right away to help accomplish your retirement goals.

Register Now to the right to reserve your seat.

We look forward to seeing you there!

Your Professor
Scott Peterson
Fiduciary Financial Advisor