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 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
(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
Isaac McCabe is vice president of Mutual Savings Association. Isaac’s firm was voted best Investment Firm in Leavenworth in 2017.* He is a Series 65 Registered Investment Advisor Representative and also holds his Series 7 General Securities Broker License, as well as health, life, and property and casualty insurance licenses. His knowledge and experience is in providing financial advice and risk management for families and business owners. He also helps individuals identify and manage potential threats to their long-term financial plans.
As an advisor, Isaac is dedicated to treating his clients with the same care and judgement that has guided Mutual’s approach to client service since 1888.
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.