Simplify Your RetirementBaby Boomer Retirement Course
Lee’s Summit, MO
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
MISSOURI INNOVATION CAMPUS
1101 NW Innovation Parkway
Lee's Summit, MO 64086
This five hour workshop meets once a week for two consecutive weeks.
Tuesdays, Sep 22 and Sep 29, 6:30 PM - 9:00 PM
(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
Questions? Call your course instructor at (816) 246-9473.
About Your Workshop Instructor
Samantha Compton is a seasoned Financial Advisor with Wise Weatlh, LLC - an independent Registered Investment Advisory Firm in Missouri and Kansas. Samantha has a passion for education and understands that the key to successful retirement planning begins with knowledge. During the course, she will lead the class in a discussion of important topics such as the risks, concerns and challenges that retirees face. You will learn from her experience as she presents the many options that are available to help you fulfill your retirement dreams.
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.