What You'll Learn
- Life After Work
- Retirement Planning Obstacles
- Inflation and Taxes
- Income in Retirement
- Retirement Plan Distributions
- Investments Planning
- Risk Management Strategies
- Wills and Estate Planning
- Social Security
- Insurance Planning and Asset Protection
About The Instructor
Tom Vilord runs a small private Investment Fund for WSV Capital. He started Wall Street Value, an investor education training and coaching company where they teach investors long term stock investing and short term options trading strategies through one-on-one coaching, live group classes, and online investment courses. They have taught over 5,000 students in 120 countries to date.
Course Description
THE REASON RETIREMENT PLANNING EDUCATION IS VERY IMPORTANT
Tax laws are ever-changing, the Social Security program is in a financial mess, and employers are ditching pension plans which puts more responsibility on us to save for our retirement. Due to these factors, being financially educated when it comes to Retirement Planning has never been as important as it is today.
This course is designed to give pre-retirees and retirees a very easy to understand and easy to follow along blueprint that will help you make the best financial decisions for you and your family. This course will help you plan your retirement with absolute confidence whether your goal is to build up your retirement portfolio, protect your assets, or preserve your wealth so you can enjoy a stress free retirement. In our Retirement Planning Bootcamp Class, you will learn about the many different ways to save for retirement and you will also learn many different ways to earn income during retirement. You will also discover investment risk management strategies that you probably haven’t heard of before, how to save money on taxes, and how to protect your assets from long-term health care expenses. You are also given a FREE LAST WILL AND TESTAMENT including a Health Care Proxy just for registering. Most importantly, this class will show you how to assess your current financial situation and develop your very own customized plan to help you stay on track to achieve your retirement goals. WE ARE FINANCIAL EDUCATORS – NOT FINANCIAL ADVISORS When it comes to making financial decisions, you can find information on the topic anywhere. You can also ask 10 different people a question about a specific financial topic and you may just get 10 different answers. It can be tough to decipher these opinions and use them to make important decisions when it comes to your financial future. You can get this information from a financial advisor, but financial advisors main goal is to capture “Assets Under Management”. You are those “Assets” to them. Once the course is over, be prepared to be contacted non-stop as they will attempt to bring you into their office and sell you on their services as well as high commission products where their commission may not be in line with your objectives. As Financial Educators, we do not manage assets. We do not sell products. We do not give conflicting advice. We TEACH. As an educator (and not a salesperson), our goal is to give you the most current information regarding every topic surrounding Retirement Planning. This education is 100% objective and ZERO selling of any product or service exists. When it comes to planning and making crucial decisions about retirement, it makes sense to learn from a trusted, reliable source who specializes and teaches the topic everyday WITHOUT the worry of being sold. THIS CLASS IS FOR: This class is designed for adults who are planning for their retirement whether retirement is several years away, right around the corner and even if you are recently retired. The content is relevant for those who work or have worked as an employee and those who are self employed. Whatever stage you are in, Retirement Planning Bootcamp will help you learn how to build wealth and protect your wealth so you can accomplish your financial goals and live the lifestyle you have always envisioned in retirement!