Simplify Your RetirementBaby Boomer Retirement Course

Sugar Land, TX

This 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.
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Course Location & Schedule

New courses are being setup, please check back soon.

Registration

Tuition $59
(includes all course materials and fees)
**$10 discount if registered on or before 3
days prior to beginning of class**

  • Couples may attend for a single tuition cost
  • Fill out form
  • Select dates on form
  • Click the “Reserve Your Spot” button to register
  • Follow the PayPal instructions
Questions? Call your course instructor at 281-822-6200.
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About Your Course Instructor

Brannon Lloyd Sugar Land, TX

Brannon Lloyd

Brannon Lloyd is the Director of Houston Metro Operations for the Foundation for Financial Education, one of the largest and fastest growing 501(c)(3) nonprofits in the country.

Brannon is a well-known planner and educator, who has literally grown up in the financial arena. Brannon has conducted workshops for corporate employee benefits program including United Airlines, ExxonMobil, Memorial-Hermann, NASA, and the City of Houston. Brannon is a sought-after media guest and has been featured in such media publications as USA Today, US News and World Report, ABC 13, and Fox News. Brannon attended the University of Houston and is an active member of University of Houston alumni association. He spends his time volunteering for the Houston Livestock Show and Rodeo, The Community of Hope, Feed the Homeless and the Houston Food Bank.

Brannon is a United States Navy veteran. He has also spent two years working in Moscow, assisting the rebuilding of the embassy for the State Department. When he is not helping people learn about finance, he enjoys hunting, fishing and sailing. In addition to his native English he speaks Spanish and Russian, and is trying, without much luck, to learn Mandarin Chinese.

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.