Retirement Transitions and Advanced Investment Strategies
For our clients who have completed Building Financial Success 2-day seminar and are seeking to get assistance in their retirement transition and financial planning.
Retirement Transitions and Advanced Investment Strategies - Advanced Course
Retirement Transitions and Advanced Investment Strategies - The Advanced Course was designed specifically to provide the knowledge, skills, and tools needed to create a successful transition to retirement.
This course was designed to go beyond the basics and address specific questions about the things most important to those making the transition including:
Executing retirement account transfers and roll-overs
- Setting up tax protection in Traditional, Roth, and Self-Directed IRA's
- Understanding Accredited Investor responsibilities
- Advanced alternative investment training including commercial real estate, multi-door residential, cryptocurrency, hedge funds, hard money lending, and much more
- Advanced risk mitigation and tax strategies
- Using corporate structures for managing investments
- Access to course facilitators
- Opportunity to use your scenario to deep-dive into all technical matters
- In this engaging and highly interactive advanced course, you will learn how to make important decisions pre, during, and post-retirement.
Remove confusion and get real answers to your most critical questions.
This Course Includes:
- Monthly advanced sessions for small groups
- One-on-one coaching sessions
- Private online community for participants
- Access to investment opportunities
This course is very limited and students should address questions to Kayla Hodges, Director of Business Development, prior to purchasing.