These classes are NOT dinner seminars.  Retirement education in a classroom setting with up-to-date information.

Medicare and You

Understanding the Medicare choices and knowing the costs are just the starting point. The goal of this course is to help guide you to make the proper decisions and identity which programs are most suitable for you.  


You do not need to go at this alone, but by first educating yourself to go down the right path.  

By the end of the class, you will be able to solve the Medicare maze and craft a healthcare in retirement plan. Here is what you will be able to answer after attending the Medicare and You class:


  1. How could my income affect my monthly Medicare premiums?
  2. Do I need to sign up for Medicare Part A and B if I’m still working?
  3. How can private insurance help me with the costs of Medicare?
  4. How do I avoid the coverage gap with Part D drug plans?
  5. What if I have health coverage at work and work until 70?
  6. What are Medicare Part A,B,C and D?
  7. Do I have deadlines to enroll and what are the important dates?
  8. Many physicians won’t accept Medicare… how do I find a plan that will work with my physicians and doctors?


Medicare & You is delivered in a classroom style format in 90 minutes or less and comes with a workbook and class materials.


Retire Ready Academy instructors are licensed and trained financial professionals. Medicare & You course does not promote or endorse any specific product or company, and no selling is allowed. Medicare & You is an education course for general, non-commercial, education only and are not intended to be construed as tax, legal, or financial advice. Course attendees should seek professional advice from their financial or tax professional before applying strategies taught or discussed in the course.

Social Security & Taxes In Retirement

Our Social Security and Taxes In Retirement class is the flagship of Retire Ready Academy. The class is 2 and ½ hours of jammed-packed information covering strategies to truly MAXIMIZE your benefit, plus uncovering tax efficient retirement planning strategies.


The class was put together to allow the attendees to gain a better understanding of how the program works, coordinate spousal and survivor benefits, possibly reduce taxes, and optimize your individual benefits. 

Getting the Social Security answer is the single greatest income decision for most households. 

 

By the end of the class, you will have a better understanding of the Social Security puzzle and know that meaning of “Not when, but how”. Here are the main topics of the course:


  1. How to qualify for benefits and spousal benefits
  2. Learn how your benefits will be taxed
  3. Working while you claim benefits
  4. Issues with claiming early
  5. Ideas and strategies to optimize your benefits around your assets and income streams
  6. Obtain the much-needed information to possibly reduce taxes and maximize your benefit
  7. Build a tax efficient income plan
  8. The 3 Tax systems you will face in retirement
  9. Why ROTH Conversions and Tax Planning can help "Maximize" your benefits


Free Course Tuition and Workbook: 


Social Security & Taxes In Retirement is delivered in a classroom style format in 2 ½ hours or less and comes with a workbook and class materials. 


Retire Ready Academy instructors are licensed and trained financial professionals. Social Security & Taxes In Retirement does not promote or endorse any specific product or company, and no selling is allowed. Social Security & Taxes In Retirement is an education course for general, non-commercial, education only and are not intended to be construed as tax, legal, or financial advice. Course attendees should seek professional advice from their financial or tax professional before applying strategies taught or discussed in the course.

Retirement Masterclass: 2 DAY

Retirement Masterclass is an educational class that covers all areas of retirement planning. This class is designed for those 50 and up, who are looking to develop a comprehensive retirement plan. Traditional retirement “planning” consists of a stack of statements, a diversified pie chart, and social security benefits. This course will teach you how to create your own 21st Century Retirement Plan.

The class is designed to provide individuals who have recently retired or will be retiring in the next 15 years with accurate and up-to-date retirement education. Retirement Masterclass was created because of the lack of proper financial education in all areas of retirement. We will teach you about the four-plan approach to creating a retirement plan that will cover all areas of your life.

The 4-hour class (broken up into 2 nights) provides retirement education for those 50 and up. The topics and subjects vary from traditional retirement planning, strategies to maximize Social Security Benefits, how to start managing taxes in retirement now and create tax-free income, the impact of bear markets, and the importance of bucketing your retirement savings. Attendees will increase their awareness of the overall risk in the markets, as well as why retirees could face a higher tax bracket in the future. It is not designed to give specific solutions to individual needs.

This is not a financial seminar or annuity dinner seminar; this is a financial class of study where you will leave with the knowledge and confidence to make better financial decisions in all areas of your retirement.

Who Retirement Masterclass is for

  • Individuals who are recently retired or retiring in the next 15 years
  • Majority of your retirement savings are in tax deferred accounts, and you are worried about future taxes in retirement
  • Your retirement plan consists of a diversified portfolio, a social security statement, and a “Naked Investment Plan”
  • Individuals wanting to increase their financial literacy and create their own holisti retirement plan… (Income Distribution Plan, Investment Plan, and Tax Plan)
  • Investors seeking guidance on how investments, strategies, and stock markets apply to them specially, not by the big box brokerage houses pushing products and mutual funds
  • Understand the difference between fiduciary and non-fiduciary advice
  • Learn how to Optimize your Social Security around your assets and pension
  • How to create a bucket plan strategy with your investments
  • Why ROTH conversions and TCJA could impact your retirement


Free Course Tuition and Workbook

Retirement Masterclass is delivered in a classroom-style format in a total of 4-4 1/2 hours (broken up into 2 nights) or less and comes with a workbook and class materials. 

Retire Ready Academy instructors are licensed and trained financial professionals. Retirement Masterclass does not promote or endorse any specific product or company, and no selling is allowed. Retirement Masterclass is an education course for general, non-commercial, education only and are not intended to be construed as tax, legal, or financial advice. Course attendees should seek professional advice from their financial or tax professional before applying strategies taught or discussed in the course.