know more. have more
Welcome to the Her Retirement Roadmap Masterclass Portal
Congratulations on making a decision to get smart about your retirement. You now have access to more than ten hours of retirement education, as well as our retirement readiness platform and coaching (plus a few items you should have received in the mail too). Let’s Get Her Done.
Before You Get Started Watch the Welcome Video (at right)
Questions?
Email Lynn: lynnt@herretetirement.com
Your Retirement Roadmap
As you go through this program, remember the most important questions…
The most important area to focus on in retirement readiness is determining if your savings and income will last a potentially long retirement.
Here are the 8 important questions to address:
- What do you want your retirement income to fund?
- How to suitably invest retirement assets for growth, while minimizing portfolio volatility and preserving principle?
- How to mitigate key risk factors that can sabotage your retirement?
- What’s the appropriate income distribution method to utilize based on your needs?
- When to apply for Social Security to try to maximize income benefits?
- How to minimize the impact of taxes on your distribution strategy in retirement?
- How to utilize your home’s equity for an income buffer?
- How to protect your nest egg with the proper healthcare, long term care and estate planning strategies?
INTRO CLASS
- A HappiHer, HealthiHer, WealthiHer Retirement
- Intro to Her Retirement
- Why for Women
- The Good News
- Challenges for Women
- Financial Planning
- Non-Financial Planning
- Next Steps
(102 minutes)
(Make sure to check out all the links and exercises in the presentation)
RETIREMENT READINESS PORTAL
Your all in one personalized retirement readiness portal designed to assess and fill your gaps in knowledge, preparedness and guidance.
Masterclass, Presentations & Materials
Class 1
- Agenda:
- Her Retirement Overview
- Retirement Planning
- H.E.R.O.S.
- Software Overview
Class 2
- Agenda:
- Retirement Income Planning
- Know Your Cash Flow
- Guaranteed Income Sources: Social Security, Pensions, Annuities, HECM
Class 3
- Agenda:
- Other Income Sources
- Determining the Gap
- 401ks/IRAs
Class 4
- Agenda:
- Investment Basics
- Retirement Optimized Portfolio
- Fixed Indexed Annuities
Class 5
- Agenda:
- Tax Planning
Class 6
- Agenda:
- Healthcare/Medicare
- Long Term Care
Class 8
- Agenda:
- Non-Financial Retirement Planning
- Where to Get Help/Assembling Your Team
Retirement Class 1 Additional Materials
Your instructor has also suggested the below research articles to back up some of the concepts reviewed in class. Remember: research-backed retirement planning is essential.
Morningstar Alpha, Gamma Study
Retirement Class 2 Additional Materials
Your instructor has also suggested the below research articles to back up some of the concepts reviewed in class. Remember: research-backed retirement planning is essential.
15 Questions to Ask About Social Security
Retirement Class 3 Additional Materials
Your instructor has also suggested the below research articles to back up some of the concepts reviewed in class. Remember: research-backed retirement planning is essential.
Retirement Class 4 Additional Materials
Your instructor has also suggested the below research articles to back up some of the concepts reviewed in class. Remember: research-backed retirement planning is essential. These materials are provided by Tax Smart Network (www.TaxSmartNetwork.com)
Portfolio Topics:
Low Bond Yields and Safe Withdrawal Rates
Investment Management Topics:
Retirement Class 5 Additional Materials
Your instructor has also suggested the below research articles to back up some of the concepts reviewed in class. Remember: research-backed retirement planning is essential.
Retirement Class 6 Additional Materials
Your instructor has also suggested the below research articles to back up some of the concepts reviewed in class. Remember: research-backed retirement planning is essential.
Retirement Class 7 Additional Materials
Your instructor has also suggested the below resources to back up some of the concepts reviewed in class. Remember: research-backed retirement planning is essential.
Retirement Class 8 Additional Materials
The links below will help you start to question (and answer) your “why” in retirement.
When You're Ready to Find Out if You're Retirement Ready...
Request Your G.R.O.W. Diagnostic Here
Did you enjoy the Masterclass? Invite friends or family to watch the the Intro Class!
Please help us spread the word about Her Retirement our mission to help one million women know more & have more by 2035! www.HerRetirement.com.
You can live a better retirement.
Thank you once again for joining us for class. Please feel free to email Lynn at: lynnt@herretirement.com or call 508.798.5115 at ANY time to help you navigate our resources and your journey.