Second Act Planning Retirement Readiness Course

Join us for one of the following weeks where we review the steps to prepare and thrive in your "Second Act," where your retirement can be so much more than a life of leisure.

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Week 1: Highlight Your Passions, Skills, and Gifts. 

Famous baseball player Yogi Berra once said, “If you don’t know where you are going, you will end up somewhere else.” This course focuses on identifying your desired outcomes for the next phase of life and the preparation needed to get there. Topics include change/transition, articulation of personal values, and an understanding of your current and potential financial reality.

 

Week 2: Engage Your Mind and Body

According to Socrates, “the secret of change is to focus all of your energy not on fighting the old but on building the new.” This course focuses on how to optimize Social Security and Medicare to increase the security of your retirement years. We will also explore how to establish new physical, intellectual, emotional, and social habits for this next phase of life.

 

Week 3: Reflect on Your External and Internal Codes

Intellectual elite, Albert Einstein, once said the hardest thing in the world is to understand the income tax code.  The course focuses on how to navigate the US tax code to your advantage with tax-efficient planning and tax-efficient retirement distributions. We will also address estate planning issues and end with an assessment of the internal codes (e.g., rules) that might be limiting all you are intended to be.

 

Week 4: Originate Your Next Act Today

American tennis groundbreaker, Arthur Ashe, said: “Start where you are, use what you have, do what you can.” This course focuses on investing what you have to generate a viable return for the future.  Subjects discussed include investment risk/return, fixed-income security features, and articulation of the concepts that will inform your decisions in the future. 

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To participate in one of the four classes, email Michael Baumeister at michael@monotelo.com and indicate which class you would like to be a part of, or submit the form below.