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Welcome to the Roadmap to Retirement Program Portal

Congratulations on making a decision to get smart about your retirement. You now have access to more than eight hours of retirement education.

Here's a reminder of all the value you get in exchange for the fee you paid for this retirement education program:

  • Over eight hours of research-backed education
  • Downloadable PowerPoint presentations
  • Guides, white papers, articles, and videos that complement each class
  • Access to our Her Retirement Personalized Readiness software platform
  • Am I Ready for Retirement G.R.O.W. Diagnostic
  • Purchase optional add-ons below (if not included in the program you purchased)

We’re excited to include you in the elite group of Her Retirement students who are getting educated, planning, taking action and changing their retirement for the better.

Request Your G.R.O.W. Diagnostic Here...

At any time, you can request your complimentary Am I Ready for Retirement G.R.O.W. Diagnostic. Simply complete and submit this form.

    In addition to chatting about a plan for retirement, I would like more information about the following:

    InvestmentsTaxesSocial Security401k/IRAsIncome PlanningAnnuitiesHome Equity

    MedicareHealthcareLong Term Care/Life InsuranceElder Care PlanningEstate PlanningDocument StorageFraud Protection

    Fortune favors the smart, the bold and the prepared.
    And no one prepares you better for a better retirement.

    Read Below & Watch the Video Before You Get Started

    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:

    1. What do you want your retirement income to fund?
    2. How to suitably invest retirement assets for growth, while minimizing portfolio volatility and preserving principle?
    3. How to mitigate key risk factors that can sabotage your retirement?
    4. What’s the appropriate income distribution method to utilize based on your needs?
    5. When to apply for Social Security to try to maximize income benefits?
    6. How to minimize the impact of taxes on your distribution strategy in retirement?
    7. How to utilize your home’s equity for an income buffer?
    8. How to protect your nest egg with the proper healthcare, long term care and estate planning strategies?

    Your Retirement Roadmap

    Intro to Retirement Class

    If you haven’t yet watched the 90-minute Intro to Retirement Materclass, you can do so below.

    Recorded Classes, Presentations & Materials

    Class 1

    Homework (aka good stuff)

    (click each to download)

    Class 2

    Homework (aka good stuff)

    (click each to download)

    Class 3

    Homework (aka good stuff)

    (click each to download)

    Class 4

    Homework (aka good stuff)

    (click each to download)

    Class 5

    Homework (aka good stuff)

    (click each to download)

    Class 6

    Homework (aka good stuff)

    (click each to download)

    Class 7

    Homework (aka good stuff)

    (click each to download)

    Class 8

    Homework (aka good stuff)

    (click each to download)

    Her Retirement Retirement Readiness Software – 2 Week Free Trial Access

    Retirement Class 1 Additional Materials

    Retirement Class 2 Additional Materials

    Retirement Class 3 Additional Materials

    Retirement Class 4 Additional Materials

    Retirement Class 6 Additional Materials

    Retirement Class 7 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.

    Estate Planning Empty Nester Guide Request

    Medicare Coverage

    Medicare Supplement & Advantage Coverage

    Retirement Class 8 Additional Materials

    What Kind of Retirement Do You Want?

    The Ultimate Retirement Readiness To-Do List

    Sometimes after class, you may feel a little overwhelmed by all the information. Check out the below checklist to help you get organized.

    Ultimate Retirement Readiness To-Do List

    How to Choose the Right Advisor to Help You?

    In a sea of 300,000 “financial advisors” it’s hard to know who are the right ones for you. Check out the guide below for some suggestions and good luck assembling your team of subject matter experts. And don’t forget to also chat with your instructor who is a Hybrid Retirement Advisor.

    Guide to Advisors

    Thank You for Joining Us…You Rock!

    You should definitely give yourself a big ‘ol pat on the back for completing eight hours of retirement planning education. You now have a little more power to change your retirement outcome for the better. We’d love to get your feedback on the class in a quick survey below. It helps us continue to improve the class. Thanks in advance.

    Send us an email:

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

    All 4 for Only $99 (a $300 Value)

    Benefit #1 Our Big Book of Retirement Qs & As (hard copy) - $25 value

    Benefit #2 One year subscription to our Readiness Software - $100 value

    Benefit #3 60 minutes of coaching with a RetireMentor - $150 value

    Benefit #4 Our bag lady tote with fun surprises inside 🤪 - $25 value


    When you’re ready to find out if you’re ready for retirement…

    Schedule a Get Her Done Chat with your host and instructor, Lynn Toomey

    Did you enjoy the classes? Invite friends or family to watch the the masterclass!