Simplify Your RetirementBaby Boomer Retirement Course

Longmont, CO

This is a comprehensive personal finance course 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

New courses are being setup, please check back soon.

Registration

Tuition $59
(includes all course materials and fess)
**$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 (303) 485-7509.
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About Your Course Instructor

Frank Oliver Longmont, CO

Frank Oliver

Frank Oliver is the president and founder of Oliver Financial Group, a boutique firm providing customized strategies for retirement income. Frank strives for client satisfaction by utilizing current techniques to prepare for your retirement future: Asset Protection and Legacy Planning. Frank’s extensive education and passion for working with retirees positions him to inform his clients on creating stable, reliable retirement strategies. Frank draws upon his expertise and his long-standing relationships with many allied professionals with expertise in financial, legal and accounting to provide unique and customized strategies tailored to each client’s specific needs. The result is many satisfied customers who have accomplished their goals and protected their family’s future.

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 main street investors with the peace of mind about retirement. Our goal is to empower Baby Boomers to prepare for a secure and peaceful retirement.