*The class materials presented are FTA’s, they have not been reviewed or endorsed by any institution. FTA is not affiliated with any College or University.
Retirement keeping you up at night?
Planning for retirement can be scary, with high inflation, market volatility and looming tax increases.
It doesn’t have to be! Get the facts you need to know!
Let’s get you going – with a Retirement Planning 101 Course.
This one-night, complementary course could help you…
See upcoming Retirement 101 courses near you and click to register.
Benefits of the Retirement 101 Course:
Rest easier with Our No Obligation
Custom Retirement Plan
Financial and Tax Architects (FTA) is a wealth management firm dedicated to working with people approaching or in retirement. Our advisors are fiduciaries, a fancy word that means we are obligated to only provide you information in your best interest.
We believe everyone deserves help and support to make their retirement enjoyable, and we can summarize these steps
We want to help you Be Educated. Be Heard. Be Ready
Here’s how it works:
Once you connect with us at a Retirement 101 course to learn the foundation for a secure retirement:
- You will complete the "lab" portion of the course, working together with an advisor focused on fully hearing your desires and concerns.
- Then we can develop a complete retirement plan based on your personal goals and values. We will review it with you to make any adjustments, so the plan is ready to use.
If we turn out not to be the right fit for one another, and choose not to work together, you still walk away with a roadmap for retirement. Sound good?
