South Carolina

Register HereCourses begin
Jun. 13th & 15th


Register HereCourses begin
Jul. 13th & 22nd

Des Moines

Register HereCourses begin
Jun. 17th & 20th

Fort Myers

Register HereCourses begin
Aug. 1st & 3rd


Register HereCourses begin
Jun. 20th & 22nd


Register HereCourses begin
Aug. 12th & 17th

Salt Lake City

Register HereCourse begins
Jun. 21st

Baby Boomer Retirement Course

The Rules Have Changed

For the baby boomers, there’s been a shift in retirement income planning when compared to previous generation. This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as income planning, Social Security maximization and the risks to avoid. You’ll learn how to incorporate health care, inflation and their considerations into your overall plan. Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement strategy.

Featured Presenters & Locations

Stephen Stricklin

North Kansas City Area

Wise Wealth KC

Brian Taylor

South Kansas City Area

Wise Wealth KC

Dan Casey

Rochester Hills

Bridgeriver Advisors

Matt Green


Trinity Financial Group

Eric Judy


Judy Financial Group

Frank Oliver


Oliver Financial Group

Bryon Spicer


Spicer Wealth Management

J.R. Witt


First Liberty Financial

Kirt Carstens


Carstens Financial Group

Christian Avila & Larry Henderson

Colorado Springs

Allied Wealth Financial Group

Thomas Carmody & Kenneth Svoboda


SMG Financial Advisors



Russ Ross Financial

Kurtis Thompson

Des Moines

National Investors

Ray Brandt


Brandt Advisory Group

Mark Melkowski


Eagle Advisory Group

Dan Matheson

Salt Lake City

True Wealth

Leandro Fernandez

Fort Myers

C4 Financial Coaching

Who Should Attend?


  • People between the ages of 50 and 70
  • Those concerned with their finances and wanting to prepare for market volatility
  • Investors looking for guidance based on recent Social Security changes.

Why Now?


  • There’s no better time to secure peace of mind for retirement planning
  • Global market volatility necessitates action
  • The basic financial rules of thumb have changed

What You’ll Learn


  • Options on when to take Social Security
  • How to define your core priorities
  • How to develop reliable retirement income
  • Reasons retirees run out of money

Your Tuition Includes


  • Two course sessions
  • In-class course workbook to follow
  • A retirement income planning publication
  • A maximizing your Social Security guide
  • A customized Retirement Income Plan

Check out our upcoming events!

About Simplify Your Retirement

Simplify Your Retirement is an independent financial education company. The goal of the Simplify Your Retirement course is to take the complexity out of retirement planning and to provide main street investors with the peace of mind about retirement. Our goal is to empower Baby Boomers to prepare for a secure and peaceful retirement.

Respond and learn how various financial products including life insurance and annuities can positively impact your retirement.

Licensed Insurance Professional.

The presentation is not intended to be legal or tax advice.  The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please direct your clients to a local Social Security Administration office, or visit