Simplify Your RetirementBaby Boomer Retirement Course

Stevens Point, WI

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

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

Paul Goenner Stevens Point, WI

Paul Goenner

Paul Goenner of Insurand Wealth Planning thinks of himself as a financial architect. Building a financial plan works the same way as building houses. For 22+ years, Paul has been that financial architect that listens to your goals and objectives, and then crafts and develops a plan using modern financial concepts within regulatory guidelines that navigate you to retirement. When he’s not in the office, Paul enjoys spending time with his six grandchildren, watching them grow and learn.

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.