Her Retirement Roadmap®

Free On-Demand Masterclass

The Industry’s ONLY retirement education & readiness program for women. We can Know More & Have More. 

I'd Like to Access the
Free Masterclass

Note: We NEVER sell your information to 3rd parties. We use your email and cell number to communicate with you about the class and other opportunities to retire on your own terms. 


"Do yourself a favor and invest your time in this program. You won't regret it." -Joan T.

Designed for Women

Our first-of-its-kind retirement masterclass puts you on the path to a better retirement.

You’ll learn how to live a better, more intentional and financially secure retirement. You’ll also learn how to create your financial foundation. 

We’ll teach you all about optimizing, distributing and protecting your savings & investments to generate an income for life.

In the Class You'll Also Learn About...

The Industry's Only Retirement Readiness Program for "Her."

You Can Know More & Have More...now and in retirement.

Benefit #1
CURRICULUM

Over 10 Hours of On-Demand Curriculum

No where else can you find this breadth & depth of research-backed retirement education. Eight modules on financial and non-financial retirement planning topics & strategies. Includes workbooks, guides, checklists & more.

Benefit #2
COACHING

Group Coaching/Q&A Sessions

Honest and open real time coaching. Get feedback. Get your most pressing questions answered. Have an accountability partner who has your back. All sessions will be recorded and offered live and on-demand.

Benefit #5
COMMUNITY

Private Her Retirement Community

A safe, non-judgmental community of like-minded women on the same journey as you. You’ll have an open forum to confidentially share your struggles, get support and most importantly, celebrate your wins.

Benefit #3
SOFTWARE

Retirement Readiness Software

A one-year subscription to our proprietary retirement readiness software. You can get retirement smart and get a complete view into your finances. You'll receive personalized, actionable insight into your gaps, risks and opportunities.

Benefit #4
ASSESSMENT

Am I Ready for Retirement? Diagnostic

Every student has access to a comprehensive assessment (by a CFP), which helps you determine if you're ready for retirement. A no-brainer way to find out what you need to do to get truly ready.

P.S. You'll also get some special gifts for committing to becoming HappiHER, HealthiHER & WealthiHER.

Here's what you'll learn in this one-of-a-kind education program...

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

Retirement Income, Taxes & Investments

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.

Taking Action & Getting Her Done!

A plan is only as good as the commitment and action you're willing to take. But the question is, who to trust and what is the best way to create & implement your plan? We'll cover this and next steps so that you can "Get Her Done."

Topics in the Retirement Readiness Program Include:

1) Financial Planning & Strategies; 2) Retirement Income Planning; 3) Social Security; 4) Investment Management; 5) Tax Planning;  6) Long Term Care; 7) Healthcare/Medicare; 8) Estate Planning; 9) Plus a bonus class on the non-financial side of retirement  

What Makes the Masterclass & Our Retirement Readiness Program 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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Take Action vs. Just Thinking About It

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? assessment and chat after the Masterclass is completed. The assessment is based on your unique financial situation.


Important Details to Note About this Program

  • Who is this for? Women (with or without husbands/partners) less than 10 years from retirement who are open-minded, action-takers ready to commit to improving their outcome. Some of the strategies discussed will benefit those with higher savings & investment amounts. 
  • Educational only: Taught by experienced retirement educators. No investment/insurance advice or products are offered or sold.
  • After registering you’ll have immediate access to the masterclass and you’ll also receive a confirmation email from lynnt@herretirement.com. Please check your spam folder for the email. Any questions, email: lynnt@herretirement.com.

About Your "RetireMentor" and Her Retirement Founder

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 a GenxHer, 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. As my mom always said, “We can be the HER in HERO.”