Here’s What You’ll Receive:

• Core training in 2 modules to maximize your retirement income and reduce taxes – $1,500 value

• Key retirement tax-saving strategies – $1,000 value

• Downloadable tools and templates to guide your retirement planning:

  • Worksheet: Identifying Your "Why"

  • IRS Requirement of Distributions Table

  • IRS Rollover Chart for Qualified Funds

  • Impact of Inflation on Savings Growth (chart)

  • Medicare Premium Chart

  • Uniform Lifetime Table for RMDs

  • Final Implementation Checklist

  • And more...

• 12-Month access to course – $750 value

• A $1,000 donation to your chosen charity when you join us as a client – Priceless
  
  

Total Value: $4,750+ 

Your Price Today: $297

Act now to transform your retirement and secure your legacy.