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.
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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
Sam has been a financial professional since 2002 when he started as an Executive Recruiter for Big-Four MBAs and CPAs in the areas of Accounting, Finance, Tax, and Audit. His career transitions have taken him from Chase Credit Corporate to IBM to eventually becoming one of the nation's leading college planners. He has been featured on and/or endorsed by Dave Ramsey, Bill Handel Radio Show, Bob McCormick Radio Show (Money 101), and in numerous newspapers.
Sam resides in Los Angeles, CA with his wife Jackie and two children, Madeline and Lucas.
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.