Roadmap to Retirement Masterclass

The Only Retirement Masterclass, designed just for women, puts you on the path to retirement wellness.

"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 a lot and booked a readiness assessment."
-Stephanie C.

Invest in a Better Retirement with Our Masterclass

You Can Know More & Have More with the Industry's Only
Retirement Education Program for Women

We invite you to learn more about all of the “outside the box strategies” we share in the Her Roadmap to Retirement webinar.  Our Masterclass continues the learning and offers the 5 benefits below. 

Valued at $3,300, we offer the program for only $397!

Benefit #1

Eight 90-Minute Educational Classes

No where else can you find this breadth & depth of research-backed retirement education. One class module is released every week over two months. Includes workbooks, guides, checklists & more.

Value: $2,000

Benefit #2

Group Coaching/Q&A Sessions

Two group coaching/Q&A sessions are included. All sessions are recorded and offered live onnce per month .

Value: $500

Benefit #3

Am I Ready? Financial Diagnostic

Every student has access to an Am I Ready? Diagnostic 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 #4

One Year Access to Retirement Software

Our proprietary retirement readiness software will give you a complete view into your finances and provides personalized, actionable insight into your gaps, risks and opportunities.

Value: $200

Benefit #5

Retirement Qs & As Book & More

Our Big Book of Retirement Qs & As (in PDF format ), reinforces all the concepts taught in the masterclass. A wealth of extremely valuable information, along with other surprise goodies.

Value: $100

P.S. We'll 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?


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.


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.


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.
  • Take the free Intro to Retirement class before you decide to make an investment in the full Roadmap to Retirement program. After registering you’ll have immediate access to the intro class and you’ll also receive a confirmation email from Please check your spam folder for the email. Any questions, email:

Knowledge is Our Superpower

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.

About Your Instuctor, 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.”