know more. have more
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.
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
The masterclass is hosted and taught by Her Retirement founder, educator and RetireMentor coach, Lynn Toomey. Please view Lynn’s welcome video at right before you get started (and meet her dog Finley too).
As always, you can email Lynn anytime at: lynnt@herretirement.com with ANY questions. There’s no time like the present to Know More & Have More. Let’s Get “Her” Done!
Note: There’s also a wealth of information on our website, blog and Facebook page.
Join the Her Retirement private Facebook group for a supportive women-only community and check out Lynn Toomey’s weekly podcast.
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?
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
- Agenda:
- Her Retirement Overview
- Retirement Planning
- H.E.R.O.S.
- Software Overview
Class 2
- Agenda:
- Retirement Income Planning
Guaranteed Income Sources: Pensions & Social Security
Download Presentation
Class 3
- Agenda:
- Guaranteed Income Sources: Annuities & Home Equity
- Other Income Sources
- Determining the Gap
Download Presentation
Class 4
- Agenda:
- Investment Basics
- Retirement Optimized Portfolio
- Fixed Indexed Annuities
Download Presentation
Class 5
- Agenda:
- Tax Planning
Download Presentation
Class 6
- Agenda:
- Healthcare/Medicare
- Long Term Care
Download Presentation
Class 8
- Agenda:
- Non-Financial Retirement Planning
- Where to Get Help/Assembling Your Team
Download Presentation
Her Retirement Retirement Readiness Software – 2 Week Free Trial Access
This unique and comprehensive software not only complements the Masterclass, but it helps you get organized and gives you a full view into your finances…now and in retirement.
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
Common Risk Factors Affecting Retirement
Why Timing Risk is Critical in Retirement
Low Bond Yields and Safe Withdrawal Rates
(this article is a bit long, so at the very least read the executive summary on page 2)
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.
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:
Investment Management Topics:
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 research articles to back up some of the concepts reviewed in class. Remember: research-backed retirement planning is essential.
Retirement Class 8 Additional Materials
What Kind of Retirement Do You Want?
The links below will help you start to question (and answer) your “why” in retirement.
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!
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.