Simplify Your RetirementBaby Boomer Retirement Course
Overland Park, KS
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.
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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
Doug is a Certified Financial PlannerTM professional, licensed in securities and insurance. Doug has been serving clients in the Kansas City area for more than 43 years, helping people protect and preserve their assets. He has conducted hundreds of seminars on a wide range of financial topics and appeared as a guest speaker at numerous investment industry meetings from coast to coast. He is a board member of the Ozanam Foundation, a charity helping children and families. He has a bachelor’s degree in business administration from the University of Missouri-Columbia, and he served in the U.S. Navy, reaching the rank of Lieutenant. Doug has been married to his wife Judy for 51 years. They have four children and 12 grandchildren. Doug enjoys snow skiing, spending time with his grandchildren, and walking.
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.