Simplify Your RetirementBaby Boomer Retirement Course

Independence, KS

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.

Registration

Tuition $59
(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
  • Mail check to the address below “Reserve Your Spot” button
Questions? Call your course instructor at 913-648-5526.

Or email at [email protected]

Register Now!

Please mail payment to:
4801 W 110th St., Ste. 200
Overland Park, KS 66211

Make checks out to:
Ameritas Investment Corp.

About Your Course Instructor

Daniel Dolan Independence, KS

Daniel Dolan

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.

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.