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 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 Instructors
Brian has been serving the people of Florida with his life and health insurance licenses since 2002. In addition, Brian is securities and advisory registered. He is a lifetime member of The Corporation for Long-Term Care Certification (CLTC) since 2005 and has been working with, employer groups and associations offering Group Medicare Supplements. Brian has received extensive training on income maximization and Social Security strategies, and uses his knowledge daily to help clients maximize their lifetime benefits. Because of Brian’s exceptional professional knowledge, strict ethical conduct and outstanding client service, Brian has qualified as a top producer with the Premier Association for Financial Professionals®, the Million Dollar Round Table, multiple times. Brian is a graduate of Purdue University and is excited to see how he can apply his talents to your unique situation.
Karin is a fully licensed life and health insurance agent, as well as a registered rep and investment advisor representative in Florida. Her certifications include a finance degree from the University of South Florida, a Certified Employee Benefits Specialist designation from the Wharton School of the University of Pennsylvania and a Series 7 and Series 66 certification from the Financial Industry Regulatory Authority and the North American Securities Administrators Association, all of which allow her to offer highly personalized and comprehensive retirement income plans to her clients through the use of securities- and insurance-based products.
Karin began her career in the finance industry by focusing on retirement income planning, and spent 11 years working in employee benefits with a focus on self-insured health plans and retirement. Karin is excited at the opportunity to work with you and is eager to talk about how she can help you plan for your 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 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.