Simplify Your RetirementBaby Boomer Retirement Course
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 other considerations into your overall plan. Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement strategy.
Click Here to Register
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
Starting in the financial estate planning business 30 years ago, Jay’s journey in life brings you a distinct perspective on this business.
After being called up to serve in Desert Shield/Storm where he was awarded Two Bronze Service Stars, he went on to provide management consulting engagements to the Global 1000 (including corporate restructurings, opening new factories, managing process improvements). He then brought these global experiences back to the estate & retirement planning business where he now delivers personable financial advisory to more than 50 families with his firm Panoramic Wealth Strategies…..for a Your World Perspective.
His passion is to make it personal for all constituents. Just as each of us has a single unique fingerprint, and no two people are alike, his boutique firm recognizes the unique individuality of everyone served. Every provision made is specific to your needs, your wounds, your desires. This is paramount and central to your service deliverable, as it is personable and panoramic so that every client experiences success according to their very own perspective.
As a father with a Down Syndrome child, a decorated war veteran, and one who has had to “fight the good fight”, Jays understands how life can bring us many twists and turns in our lifelong navigational efforts. His compassion, his experiences, his knowledge, and his network all come together here for you – for a Your World Perspective.
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.