Simplify Your Retirement Comprehensive Retirement Income Course

Waterbury/West Hartford, CT

Taught by Stephen Stricklin, the Simplify Your Retirement comprehensive personal finance course empowers others to prepare for a stable retirement income while taking the complexity out of the process.   Now you can take the course in the comfort of your own home!

Course Contains: 


  • Simplify Your Retirement E-Book
  • Simplify Your Retirement E-Workbook
  • Eight modules with 24 videos, 16 lessons and over 10 hours of video instruction by Stephen Stricklin.
  • Access to certified coaches
  • Complimentary financial plan review after course completion.

Click Here to Register

Location & Schedule

New workshops are being setup, please check back soon.


Tuition $9.99
(includes all workshop materials and fees)

  • 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
Register Now!

About Your Workshop Instructor

Stephen Caruso Waterbury/West Hartford, CT

Stephen Caruso

Stephen Caruso, JD, President and founder of Laurel Wealth Solutions and a senior wealth advisor with Belpointe Asset Management, has more than 20 years of experience. Stephen specializes in retirement-distribution strategies and estate planning. He gives unbiased recommendations and strives to help his clients when it comes to covering essentials, maintaining lifestyle, preparing for the unexpected and leaving a legacy.

He has presented all around the country at prestigious venues such as the United Nations. Stephen recently authored the Amazon best-selling book and #1 new release: Cookie Cut This! Retirement Distribution Strategies for the Non-Conformist. Stephen’s hope for attendees is they leave with knowledge they didn’t have beforehand. He holds his Bachelor of Science from Tulane University and his Juris Doctor from Concord Law School and is a member of the California Bar Association.

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 retirees with confidence when it comes to retirement income. Our goal is to empower Baby Boomers to prepare for a stable and predictable retirement income.

Licensed Insurance Professional.