Her retirement roadmap masterclass
Welcome to the MasterClass Resource Portal
Thanks for Attending the Live MasterClass & Congrats on Making a Committment to a Better Retirement.
Here's a reminder of all the resources you now have access to...
- 100-Minute Recorded MasterClass
- 29-page MasterClass Workbook
- Downloadable PowerPoint presentation (with “take action” links)
- Homework assignment: free preview of the Readiness software platform
- Other live attendee resources
- Discounted Bonus Bundle
- Next steps: Her Retirement MasterCourse, FREE Assessments & start your plan
Her Retirement Roadmap

Got Questions?
Email Lynn: lynnt@herretetirement.com
MasterClass Video, Workbook, Homework
RECORDED MASTERCLASS, WORKBOOK & PRESENTATION
(100 minutes)
(Make sure to check out all the links and exercises in the presentation)
TOPICS COVERED:
- The Her Retirement Roadmap
- Why We Need to Plan?
- The Connection Between Health, Wealth & Happiness
- Our Gaps, Risks & Opportunities
- Personal Pension & Protection Plan
- 8 H.E.R.O.S.
- Where to Get Help?
- Making a Plan & Taking Action
Checkout Lynn’s YouTube Channel (like & subscribe too)
Listen to Lynn’s podcast
Follow Lynn on TikTok: @hersecondhalf
Join Lynn’s private Facebook group: Her Second Half (sorry guys…only for ladies)
HOMEWORK
We highly recommend you check out a free preview of the Her Retirement Readiness software platform
In the preview you can…
1. Test your financial readiness
2. Calculate your retirement cash flow and determine any gaps
3. Calculate your net worth
OTHER RESOURCES
DISCOUNTED BONUS BUNDLE
For only $59, you can access this bonus bundle of resources. Along with the class, the total value is $600!!
Bonus #1 One year subscription to our Retirement Readiness Software
You can access all the functionality of the Retirement Readiness software platform.
See a free preview here.

Bonus #2 Retirement Solved Book...You've Got Questions. We've Got Answers
Our completely updated for 2024 Retirement Solved book. 186 pages with 90 questions and answers in 15 different categories.
Purchase just the book here.

Bonus #3 Her Personal Info & Emergency Planner
You can access all the functionality of the Retirement Readiness software platform.
Read more about the planner here.
Fortune favors the smart, the bold and the prepared.
And no one prepares you better for a better retirement.
Next Steps After the MasterClass...
Learn More in the 8 Module
Her Retirement Roadmap MasterCourse
Benefit #1
Eight Educational Class Modules
No where else can you find this breadth & depth of research-backed retirement education. 10 hours of instruction including workbooks, guides, checklists & more.
Value: $2,500
Benefit #2
One Year Access to Retirement Software
Our proprietary retirement readiness software will give you a complete view into your finances and provides personalized, actionable insight into your gaps, risks and opportunities.
Value: $200
Benefit #3
Private Her Retirement Community
A safe, non-judgmental community of like-minded women on the same journey as you. You’ll have an open forum to confidentially share your struggles, get support and most importantly, celebrate your wins.
Invaluable
Benefit #4
Retirement Qs & As Book & More
Our Big Book of Retirement Qs & As (in PDF format ), reinforces all the concepts taught in the masterclass. A wealth of extremely valuable information, along with other surprise goodies.
Value: $100
Topics Covered in the 8 Modules
1) Financial & Non-Financial Planning & Strategies; 2) Retirement Income Planning; 3) Social Security; 4) Investment Management; 5) Tax Planning; 6) Long Term Care, Healthcare/Medicare; and 7) Estate Planning; 8) The non-financial side of retirement

Take the Financial Readiness Assessment & Request the Am I Ready for Retirement? Diagnostic
Why You Need a Retirement Plan?
Remember...one of the biggest regrets of many older women is that they didn't get a financial plan. And, those that do have a plan accumulate a 445% bigger nest egg than non-planners. Are you going to be a PlanHER or a ProcrastinatHER?
If you don't have a written plan for retirement, you can get one now, from a Certified Financial Planner. It's a fee-only plan with no strings attached. No product sales. No pressure. It's simply a financial plan based on your needs and goals.
Let's Get HER Done.
Become an Affiliate - Earn Some Extra Cash
Do you know people who could benefit from the Her Retirement Roadmap to Retirement Masterclass? Please send them to this link.
If you'd like to be an affiliate for the Know More. Have More program, you'll receive $30 for every program purchased through your unique URL. Just reach out to me if you're interested. It's a great way to help other women and pocket a little passive income too.
Email me at: lynnt@herretirement.com.
Thank you once again for joining me for class. Please feel free to email me at: lynnt@herretirement.com or call 508.798.5115 for help navigating our resources and your journey.
