Her Retirement Roadmap®
On-Demand "Intro" Class
"Do yourself a favor and invest your time in this program. You won't regret it." -Joan T.
"This has been very well-done and informative. I had a bunch of questions, learned so much."
-Stephanie C.
Yes, I'd Like FREE Access to the
100-Minute Intro Class
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. Plus, we like to use the old fashioned way of communicating and “mail” you a thank you for checking out the class so provide this info if you’d like.
Designed for women, our first-of-its-kind retirement roadmap program puts you on the path to retirement wellness.
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.
Invest in a Better Retirement with Our Her Retirement Roadmap Masterclass Program
You Can Know More & Have More with the Industry's Only
Retirement Education Program for Women
Once you’ve taken our complimentary Roadmap intro class , you’re ready for the Masterclass program. You’ll take a deep dive into retirement planning and all the outside the box strategies to help you live a HappiHER, HealthiHER and WealthiHER life and retirement. The Masterclass program provides the 5 benefits below. The entire program is only $497 (valued at $3,300)!
Benefit #1
Over 10 Hours of On-Demand Classes
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.
Value: $2,000
Benefit #2
4 Group Coaching/Q&A Sessions
Group coaching/Q&A sessions will be offered to support each educational module. All sessions will be recorded and offered every two weeks for the two months following the module releases.
Value: $500
Benefit #3
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.
Value: $200
Benefit #4
Am I Ready? Financial Assessment
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.
Value: $500
Benefit #5
100-page Retirement Q & A Book & More
Our Big Book of Retirement Qs & As, reinforces all the concepts taught in the masterclass. A wealth of extremely valuable information, along with a super cool tote bag and other surprise goodies.
Value: $100
P.S. We also mail you a special thank you gift 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 8 Classes 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 Roadmap to Retirement Program a Smart Choice?
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.
- Take the free Intro class before you decide to make an investment in the Masterclass program. After registering you’ll have immediate access to the intro class 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.”
Questions? Call us at 508.798.5115 or email us at retire@herretirement.com.