Complimentary Live Masterclass & more via Zoom

From Savings to Security

Designed for women, our first-of-its-kind, complimentary “Savings to Security Masterclass & More” puts you on the path to financial wellness…now and in retirement. With expert instruction from 3 retirement experts, you’ll learn how to optimize, distribute and protect your savings & investments with research-backed content and instruction. 

Making up the “More” in our program is our proprietary retirement readiness software (integrated into the curriculum) that gives you personalized, actionable insight into your gaps, risks and opportunities. We also offer a bundle of add-on benefits. You can Know More & Have More…we’ll show you how. Let’s “Get Her Done.”

Join us on 3 Thursdays via Zoom for a total of 6 hours of education!

StartingNov. 4th 6:30-8:30pm est

  • Nov. 4th, 6:30-8:30pm est
  • Nov. 11th, 6:30-8:30pm est
  • Nov. 18th, 6:30-8:30pm est

Yes, Sign Me Up.
I Want to Get Her Done.

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    "Do Yourself a Favor and Attend This Class. You Won't Regret It." -Joan T., student

    Here's what you'll discover over the course of 3 weeks from 3 retirement experts...

    Gaps, Risks & Retirement Planning

    Know what you have, what you'll need and what you're missing for retirement. You'll also learn about the challenges we women face and how to create a retirement plan you not only understand, but have 100% confidence in.

    Opportunities & Outside the Box Strategies

    Discover personalized opportunities to improve your retirement outcome. Learn the 8 most important, "little-known," strategies to make your savings & investments efficient, sustainable and protected for life.

    Personal Pension & Protection, Taxes & Investing

    Learn how to create a retirement income from your savings & investments, including how to structure your portfolio for growth and protection, as well as how to do tax smart distributions from your 401Ks/IRAs.

    Living Well in Retirement is More Than Money

    Living a better retirement also involves aligning your purpose, vitality, contributions and connections with your money. You'll go through some visioning exercises to understand your retirement priorities and get it all aligned.

    This Class is For You, If...

    • You have less than 10 years from retirement (or have just retired).
    • You have many questions about retirement you need answers for. 
    • You are an open-minded, action-taker ready to commit to improving your outcome. 
    • You want to understand all the gaps, risks and opportunities you have as you transition into and live in retirement.
    • You’ve worked and saved and know you need a plan, but don’t know how to put it all together.
    • You want to get a plan place so you can focus on other priorities in life.
    • You haven’t found anyone who’s willing to teach you, listen to your concerns and then help you get her done. 

    Important Details to Note...

    • There is no fee to attend, and you have the option to purchase a bundle of add-on items.
    • Educational only: Taught by experienced retirement educators. No investment/insurance advice or products are offered or sold.
    • What you receive? 6 hours of education from your host and subject matter expert instructors; class workbooks, resources and materials; readiness software trial, and a few bonuses throughout the class.
    • Feel free to invite friends or family members. However, registration is limited to the first 200 sign-ups.

    Note: after registering, you’ll receive a confirmation email from lynnt@herretirement.com. Please check you spam folder for the email. 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

    Optional Add-On Bundle of Benefits That Students Love...

    All 4 for Only $59 (a $500 Value)

    Benefit #1 Our Big Book of Retirement Qs & As (hard copy)

    Benefit #2 One year subscription to our Readiness Software

    Benefit #3 One hour of coaching with a RetireMentor

    Benefit #4 Our bag lady tote with fun surprises inside 🤪

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    What Makes Attending Savings to Security a Smart Choice?

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    Smart Insights (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 investment or insurance products.

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    Balanced Guidance from Smart Professionals

    Our instructors are retirement subject matter experts who have been teaching and advising on all matters of finances in retirement for many years. They're also passionate about improving financial literacy, offering a balanced and objective view of how to use investments, insurance, Social Security, home equity, taxes, healthcare and estate planning to grow and protect your assets for life.

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    Smart Software to Get You Ready

    Our Masterclass is the only one in the industry to integrate a Personalized Retirement Readiness software platform that offers a complete view into your financial situation. It also customizes content and guidance to your situation. Fully integrated into the curriculum you can use the software on a trial basis during the class.

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    Taking Action is Just Plain Smart

    While getting educated about retirement is important, we want you to see the potential impact of taking action on the strategies you learn about in class. We offer a complimentary (no strings attached) Am I Ready for Retirement? Audit and chat after the Masterclass is completed. The Audit is based on your unique financial situation.


    About Your Host, Her Retirement Founder & RetireMentor Lynn Toomey

    Raised by a single mom, Lynn Toomey learned some early life lessons about life, love, family and finances. The best piece of advice her mother shared, “Get an education and make sure you can take care of yourself.” Lynn followed her mother’s advice and then some. As an “almost” baby boomer herself, Lynn spent her early career launching and marketing high-tech start-ups. After “retiring” from that world, Lynn became passionate about finances, women and retirement, and Her Retirement was born.

    Watching her mom handle life, career and four kids almost single-handedly is the inspiration behind Her Retirement. “I don’t want women to have to go solo or simply follow their partner’s lead when it comes to finances. Instead, I want women to have financial understanding, independence and confidence.” Lynn believes the Her Retirement financial wellness platform, with it’s educational focus, coaching, technology tools, connections and community will make preparing for retirement easier and living in retirement dreamier for women everywhere. Lynn truly believes that knowing more means having more. And every woman deserves this “more” than ever.

     

    Fortune favors the smart, the bold and the prepared. Nobody prepares you better for a better retirement.

    *If you can’t attend all 3 sessions of the masterclass, you’ll receive a replay link to any session you miss.
    >>>After signing up mark your calendar for all 3 dates.<<<

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