In-Person Comprehensive
Retirement Income Course.

Taught by certified financial professionals across the nation, the Simplify Your Retirement comprehensive personal finance course empowers baby boomers to prepare for a stable retirement income, while taking the complexity out of the process. Get started by finding a course near you!

Looking for our online course? Find it here.

Upcoming Live Courses

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About Simplify Your Retirement©

There is so much to think about for people at or near retirement—the sheer amount of options and strategies can be overwhelming.

To help make the retirement income planning process more straightforward, nationally recognized financial literacy speaker Stephen Stricklin developed the two-day Simplify Your Retirement baby boomer retirement income planning course to address concerns, risks and challenges consumers face as they enter this new phase of life.

Taught by Stricklin and fellow certified financial professionals across the nation, the course aims to teach attendees retirement income best practices for financial peace, while taking the complexity out of retirement. Pre-retirees and retirees are empowered to start thinking about their own retirement income goals and move toward developing a comprehensive plan for their unique situation.

Participants will learn about considerations as they pertain to retirement, including income planning, health care costs, long-term care, inflation, taxes, market volatility and other personal concerns.

Additionally, the course addresses reasons why some retirees run out of money, along with options for drawing Social Security, defining core priorities and developing reliable retirement income. Upon completion of the course, attendees will receive a complimentary, personalized retirement income plan analysis invitation from the course instructor.

Take the Next Step Toward Planning Your Ideal Retirement

If you’re ready to learn about your retirement income strategy options and develop a personalized plan for your unique situation, we’re ready to host you at one of our Simplify Your Retirement courses.  Once you’ve found your local instructor, you can sign up for their course. The course includes all materials, and couples may attend for the price of a single tuition.

What are you waiting for? Make Simplify Your Retirement part of your retirement income strategy planning process!