Complimentary Live Masterclass via Zoom

Her Retirement Masterclass

Six Hours to a More Successful Retirement

Our first of its kind Retirement Planning Masterclass provides current, research-backed content delivered by experienced retirement educators.

Yes, I want to Attend!

[contact-form-7 404 "Not Found"]

70% of people voluntarily give up many retirement income benefits because they don’t know all the facts.

Knowledge is power.

Over the course of 4 weeks in a total of 6 hours you’ll learn about…

Week 1: Retirement planning and understanding all the risks you may face in retirement, Balanced guidance and the Middle Way

Week 2: How NOT to run out of money, even if retirement lasts 30+ years, Optimizing your Social Security benefit

Week 3: How to protect your portfolio amidst market volatility, Strategies to generate both income and growth

Week 4: Minimizing your taxes to as close to zero as possible, More tips and ideas for making sure you’re ready for retirement

Important Details to Note About this Masterclass

  • Ideal attendees. Individuals with at least $250k in assets and couples with at least $500k in assets, 5-10 years from retirement.
  • No fee to attend. This class is typically $49/couple when offered at a local college. We’re offering it complimentary in this new online format.
  • Educational only. Absolutely nothing will be sold.
  • Class materials & free audit. Downloadable class materials & resources, 100-page e-book, and a personalized “Am I Ready? for Retirement” Audit.

Note: after registering for a session, you’ll receive a confirmation email from lynnt@herretirement.com. You will also receive phone, email and text reminders (if you agree to text messages) leading up to your first session. Any questions, email: lynnt@herretirement.com.

“This has been very informative and well done. I had a bunch of questions, learned a lot and booked the audit. Thank you.”

-Stephanie C.

1

Smart Research-Backed Insight (vs. a sales pitch)

We strive to dispel retirement myths and misinformation rampant in the financial industry. We’re “retirement truth seekers” sharing information and strategies based on proven, data-backed theories and academic research. We believe knowledge is power and we’re 100% committed to educating you vs. selling you a product.

2

Balanced Guidance from Smart Professionals

Our instructors are not only retirement subject matter experts (who have been teaching people like you all about retirement for many years), but also “hybrid” retirement advisors. This means they are experienced in retirement planning that incorporates investments, insurance and taxes. Retirement guidance should strike a balance between the extreme worlds of investments, insurance and taxes.

3

Complimentary Access to Smart Software

All attendees have access to our smart and powerful, personalized retirement readiness software. It assesses and fills your gaps in retirement knowledge and preparedness, while making sure you follow through with creating and implementing your plan.

4

Take Action vs. Just Thinking About It

Take advantage of an actionable Am I Ready? for Retirement Audit offered by your instructor following the masterclass. Uncover opportunities to improve your retirement outcome much possible. It’s free and comes with no strings attached.

Lynn Toomey

About Your Instructor, Lynn Toomey

As a baby boomer himself, Brian Saranovitz is a co-founder and president of Your Retirement Advisor, as well as a retirement educator and investment advisor representative. A former professional football player (most notably for the New England Patriots) and graduate of the University of New Hampshire, Brian has been a financial advisor for more than 30 years at Saranovitz Capital Management, founded by his father Norman in 1970.

As a jock turned geek, Brian is obsessed with retirement research and finding the best strategies for his students and clients. Brian has witnessed firsthand clients struggling to understand the myriad of issues they face while preparing for retirement. At the same time, he’s witnessed a void in quality, research-backed retirement education, and advice. He loves teaching the finer points of retirement planning and looks forward to meeting you at an upcoming class. Note: Please don’t ask Brian about football, the Patriots, or Celtics, or you might not hear anything about retirement planning!

“Do yourself a favor and take the time to join this class.

You won’t regret it.”

-Joan T.

Fortune favors the smart, the bold and the prepared.

Sign-Up to Join Us Today!

*If you can’t attend all 4 sessions of the masterclass, you will receive a replay link to any session you miss.

**After signing up mark your calendar for all 4 dates.

Questions? Call us at 508.798.5115 or email us at lynnt@herretirement.com.

This site is not a part of the Facebook website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook in any way.
FACEBOOK is a trademark of FACEBOOK, Inc.