Simplify Your RetirementBaby Boomer Retirement Course

Germantown, TN

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.


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 Course 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 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.