Simplify Your Retirement Comprehensive Retirement Income 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.
Course Location & Schedule
Wise Wealth Training Center
Wise Wealth Training Center
11 SE 2nd Street
Lee's Summit, MO 64063

This five hour workshop meets once a week for two consecutive weeks.
Tuesdays, Aug 3 and Aug 10, 6:30 PM - 9:00 PM
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
  • Follow the PayPal instructions
Questions? Call your course instructor at (816) 246-9473.
Register Now!

About Your Workshop Instructor

Steve Swanson Lee’s Summit, MO

Steve Swanson

Steve Swanson is a seasoned Financial Advisor with Wise Weatlh, LLC - an independent Registered Investment Advisory Firm in Missouri and Kansas. Steve has a passion for education and understands that the key to successful retirement planning begins with knowledge. During the course, he will lead the class in a discussion of important topics such as the risks, concerns and challenges that retirees face. You will learn from his experience as he 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.