Roadmap to Retirement
On-Demand Full Education Program
Designed for women, our first-of-its-kind Roadmap to Retirement Full Program puts you on the path to retirement wellness. You'll be provided the resources you need to learn, envision, assess, plan and implement a retirement plan you not only understand, but have 100% confidence in.
"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 "Full" Roadmap to Retirement Program
You Can Know More & Have More with the Industry's Only
Retirement Education Program for Women
Once you’ve taken our complimentary Intro to Retirement Masterclass, we invite you to learn more about all the outside the box strategies we share in the intro class. Our full Roadmap to Retirement program provides the 5 benefits below.
Valued at $3,300, we offer the program for only $497!
Benefit #1
Over 8 Hours of 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
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
Am I Ready? Financial Assessment
Every student has access to our G.R.O.W. 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?
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 lynnt@herretirement.com. Please check your spam folder for the email. Any questions, email: lynnt@herretirement.com.
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.”
Questions? Call us at 508.798.5115 or email us at lynnt@herretirement.com.