Retirement is a huge milestone, but if you don't have a Master Plan to create the life and legacy you want, it can be stressful instead of joyful. We've created the Master Plan Boot Camp: Retirement Quick Start course for those who are close to, or already in retirement and want to feel CONFIDENT that they are building the life and legacy they want. This quick-start course will let you dive right into the retirement-focused areas of our Master Plan Boot Camp course so you can turn your fear of retirement into excitement about retirement!
This course will teach you how to figure out what you need from your Master Plan, help you identify what you need to prepare before your first (or next meeting) with your planning professionals, and let you confidently discuss your needs with them and understand what they're recommending. No more not-knowing-what-you-don't-know or not having a clue what your planning professional just said and reluctantly agreeing to it.
The skills and confidence you'll get from this easy-to-consume course are priceless, but you can purchase this course for only $75 once it launches October 25, 2021, or act now and get our special Pre-Launch Price of Only $49!
The skills, tools, and confidence you'll get from this course are priceless, but act now and get our special Pre-Launch Price of Only $49!
What you'll get in this fully online, self-paced course:
- Learn how to decide what should be in your retirement Master Plan. When your planning professional asks what you want, answer with confidence! No more getting the wrong thing because you didn't know what you could or should want in your plan.
- Learn what to prepare for your first (or next) meeting with a planning professional and get tools and checklists to make it easy to collect and communicate your needs.
- Learn the lingo! If you don't understand what your planning professionals are talking about, you can never feel confident in the plans they create. This course will help you communicate effectively and confidently so you truly understand what you're asking for and agreeing to.
You'll get lifetime access to this course, so you can go through it at your own pace and revisit any sections as needed as often as you like. You'll also get downloadable tools, like our Pre-Meeting Checklist so you can get started building your Retirement Master Plan today!