Simplify Your RetirementBaby Boomer Retirement Workshop
Simplify Your Retirement provides comprehensive personal finance information 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
(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
About Your Workshop Instructor
Daniel G. Dolan has more than 24 years of experience in financial services. He is a recipient of the Chartered Financial Consultant Designation and the Chartered Life Underwriter Designation from the American College. He is a registered investment advisor with Ameritas Investment Corp., and he holds his Securities 7, 63, and 65 registrations. He is a graduate of the University of Kansas with a Bachelor of Arts Degree in Political Science, and has been a featured speaker at various professional seminars on the subjects of Pension, Profit Sharing, 401(k) and Investment Programs. He is also a past chairman and current member of the Board of Directors for Special Olympics Kansas.
Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC, Simplify Your Retirement, LLC, Emporia State University, and Tax Favored Benefits, Inc. (TFB) and are not affiliated. Additional products and services may be available through Daniel G. Dolan or TFB that are not offered through AIC. Registered Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Performance quoted does not guarantee future results.
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.
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