Simplify Your RetirementBaby Boomer Retirement Workshop

Germantown, TN

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

New workshops are being setup, please check back soon.

Registration

Tuition $59
(includes all course materials and fees)
**$24 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 (901) 757-9382.
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About Your Workshop Instructor

J.R. Witt Germantown, TN

J.R. Witt

J.R. Witt, president of First Liberty Financial, LLC, provides a financial foundation for families to build on. He delivers retirement income strategies and specializes in helping boomers protect the assets they’ve worked a lifetime to accumulate.

His collaborative process includes helping clients develop a vision and action plan to achieve their retirement income goals. He understands every person and situation is unique and designs each strategy as so, in sync with the individual's own philosophy.

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.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product.