Simplify Your RetirementBaby Boomer Retirement Course

Rockville, MD

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 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
Questions? Call your course instructor at (240) 560-4077.
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About Your Course Instructor

Francisco Martinez Rockville, MD

Francisco Martinez

Francisco C. Martinez founder of Financial Choreography, has been involved in the financial services industry for decades. He focuses on creating integrated retirement plans to provide his clients income they won’t outlive, and that will adapt as their life circumstances change over time.

As a fiduciary, he makes financial and investment decisions for clients that serve their best interests today, and in the future. He looks to improve their quality of life through an advisory relationship that’s based on confidence and a deep understanding of their priorities, aspirations, concerns and needs.

Francisco is a Certified Financial Planner™ practitioner, holds his Series 7 and 66 securities licenses, as well as his life and health insurance licenses.

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.