Simplify Your RetirementBaby Boomer Retirement Course

Puyallup, WA

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

New workshops are being setup, please check back soon.

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
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About Your Workshop Instructor

John Flaherty Puyallup, WA

John Flaherty

As president and founder of Flaherty Financial Group, John Flaherty prides himself on his comprehensive knowledge of financial planning and insurance solutions as well as providing exceptional service to his clients.

John is an Investment Advisor Representative with Brookstone Capital Management, holds his Series 65 securities license and has 30+ years of experience in the financial services and insurance industry. He assists clients with retirement income planning, institutional money management, pension options, life insurance, Roth and pre-tax 401(k) plans, IRAs, defined benefit plans, annuities and a variety of other financial and insurance products.

Advisory Services offered through Brookstone Capital Management, LLC (BCM) a Registered Investment Advisor. Flaherty Financial Group and BCM are independent of each other.

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.