Retirement U

Retirement U

Retirement U is a five-hour interactive workshop designed for those in or nearing retirement.  Attendees review  thirty-nine critical financial decisions that shape the success or failure of one’s retirement.  Becoming prepared to make wise choices now guards against of running out of money later in retirement!

workshop outline (click link): Retirement U outline

Retirement Blueprint

Retirement Blueprint is a year-by-year written plan that mathematically guides employees to and through a successful retirement.

click to see a full sample plan: Prosperity Blueprint