Simplify Your RetirementBaby Boomer Retirement Course
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
(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
About Your Workshop Instructor
Stephen Caruso, JD, a senior wealth advisor with Belpointe Asset Management, has more than 20 years of experience. Stephen specializes in retirement-distribution strategies and estate planning. He gives unbiased recommendations and strives to help his clients when it comes to covering essentials, maintaining lifestyle, preparing for the unexpected and leaving a legacy.
He has presented all around the country at prestigious venues such as the United Nations. Stephen recently authored the Amazon best-selling book and #1 new release: Cookie Cut This! Retirement Distribution Strategies for the Non-Conformist. Stephen’s hope for attendees is they leave with knowledge they didn’t have beforehand. He holds his Bachelor of Science from Tulane University and his Juris Doctor from Concord Law School and is a member of the California Bar Association.
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.