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.

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!

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 www.ssa.gov.