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Retirement Courses Knowledge is your most powerful retirement resource.

Know More & Have More

Did you know that investing in your financial and retirement knowledge is THE best investment you can make?  Whether you want to spend 10 minutes or 10 hours getting retirement smart, we’ve assembled several different course offerings to meet your needs. Our courses can be augmented by our coaching services, and/or you can get connected to a legal, financial or lifestyle pro for advice. 

We offer a free 60-minute MasterClass that we recommend you take first. You can then purchase the MasterCourse which has eight modules and over 10 of presentation and resources galore. Or, you can purchase each of the 8 modules separately for only $37/each. These courses offer 60-minutes of presentation (on average) and includes a presentation PDF, course workbook and additional resources. 

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Her Retirement Roadmap MasterClass

The Her Retirement Roadmap MasterClass offers a 60-minute presentation by Her Retirement founder, Lynn Toomey, along with a 25 page workbook and a class resource portal. There is no fee for this course. We recommend you watch this course first before the MasterCourse or any of the individual courses.

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Her Retirement Roadmap MasterCourse

Presented by Lynn Toomey, the Her Retirement MasterCourse offers over 10 hours of retirement education broken down into 8 financial and non-financial modules. The course includes access to a valuable resource portal full of complementary resources: guides, checklist, videos and tools. Also included are other bonuses including monthly group coaching. Fee is $297.

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Retirement Income Planning Part One Course

Learn all about retirement income planning, including calculating your cash flow and understanding guaranteed income sources such as Social Security, pensions, reverse mortgages and annuities.


Fee of $37 includes 60 minute class, presentation PDF, class workbook and several other valuable guides.

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Retirement Income Planning Part Two Course

The part two Retirement Income Planning course covers other income sources that can be used to fill a gap between your expenses and guaranteed income sources covered in part one. The focus is on understanding retirement savings plans such as 401ks and IRAs which is how most people fund their gap.


Fee of $37 includes 60 minute class, presentation PDF, class workbook and several other valuable guides.

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Investing & Retirement Course Part One

This investing and retirement course starts off with investing basics that everyone should know. You'll learn about Mutual funds, Exchange traded funds, Unit investment trusts, Individually managed accounts, Tax-deferred annuities, Types of investment risk, and Investment risk management strategies.


Fee of $37 includes 60 minute class, presentation PDF, class workbook and several other valuable guides.

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Investing & Retirement Course Part Two

Part two of investing and retirement goes in to strategies and retirement optimized portfolios. You'll learn what to do with your retirement savings accounts once you retire (i.e. rollovers, allocation, withdrawing from them and protecting from retirement risks). 


Fee of $37 includes 60 minute class, presentation PDF, class workbook and several other valuable guides.

TaxesRetCourse

Retirement Tax Planning Course

Taxes in retirement can take a big chunk out of your next egg. This class educates you on being more tax efficient prior to and in retirement. You'll learn about how to tax diversify your retirement savings and which tax buckets to be saving and investing in. You'll learn how to withdraw from your nest egg in the most tax efficient manner and learn about Roth Conversions and more.


Fee of $37 includes 60 minute class, presentation PDF, class workbook and several other valuable guides.

HealthcareCourse

Healthcare, Medicare, Long-Term Care Course

Worries about our health and healthcare are neck in neck with worries about running out of money. This course reviews all the important things you need to know about protecting your health, understanding your Medicare options and Long Term Care. 


Fee of $37 includes 60 minute class, presentation PDF, class workbook and several other valuable guides.

EstPlanCourse

Estate Planning Course

56% of Americans believe that estate planning is important, but only 33% of adults in the U.S. have documented their end-of-life plans. If you believe protecting yourself, your income, assets and your family are important, this course is for you. We'll cover wills, trusts, beneficiaries, health care proxys and so much more.


Fee of $37 includes 60 minute class, presentation PDF, class workbook and several other valuable guides.

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Non-Financial Course

When it comes to retirement planning there is so much focus on the money part of the equation. Too many people don't think about or plan for the non-financial side of retirement. This course is about aligning your money with your meaning. It offers a number of exercises to get you thinking about your purpose and lifestyle goals for retirement.


Fee of $37 includes 60 minute class, presentation PDF, class workbook and several other valuable guides.

HRelcasses

Intro to Money & Retirement e-Classes

Within the Her Retirement Readiness Platform you can access 17 different mini e-classes. Each class includes a 2-5 minute video, a PowerPoint presentation, workbook and quiz.


Topics include:

  • I Know Nothing About Retirement
  • Women and Money
  • Retirement Savings for Women
  • Retirement Income Planning
  • Investment Basics
  • An Intro to Annuities
  • Financial Planning Basics
  • Social Security
  • Variable Annuities
  • Employer Sponsored Plan
  • Roth IRA Conversions
  • Long Term Care
  • Estate Planning
  • Advanced Estate Planning
  • Business Coninuation Planning
  • College Planning
  • Special Needs Planning