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 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
Missouri Innovation Campus in Lee's Summit
1101 NW Innovation Parkway
Lee's Summit, MO 64086
This workshop meets once a week for two consecutive weeks.
Tuesdays, Oct 15 and Oct 22, 6:30 PM - 9:00 PM
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
- Follow the PayPal instructions
Questions? Call your course instructor at (816) 246-9473.
About Your Workshop Instructor
Jonathan Dold
Jon’s ability to communicate openly and honestly with his clients makes him stand out from other advisors. He takes great pride as a financial advisor, empowering his clients with confidence as they look to the future.
By truly listening and understanding his clients’ unique situations, Jon gains a solid grasp of their goals and emotional behaviors when it comes to financial matters. From there, he is able to formulate a solid plan to get them where they want to go. As a fiduciary, he is committed to putting clients’ interests first, and strives to go above and beyond their expectations at every opportunity.
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.