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

Course Description

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.