Savings to Security
Welcome to the Masterclass Resources Portal
Congratulations on making a decision to get smart about your retirement. Below you will find all of the replays and resources for the Masterclass. After each class, the materials will be added to this page. You can access it all at any time.
Here's a reminder of all the value you get in this Masterclass:
- Over six hours of research-backed education
- Downloadable PowerPoint presentations
- Guides, white papers, articles, and videos that complement each class
- 2-week free trial access to our Her Retirement Personalized Readiness software platform
- âAm I Ready for Retirement?â complimentary chat and assessment
- Purchase optional add-ons below
We’re excited to include you in the elite group of graduates who are getting educated, taking action and changing their retirement for the better.
When You're Ready to Find Out if You're Ready...
At any time during or after the class ends, you can request your complimentary Am I Ready for Retirement? assessment and chat. 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.
Feeling a little overwhelmed and not really sure about all this retirement "stuff"?
It's okay...you're not alone.
Recorded Classes, Presentations & Materials
Class 1 - Nov. 4
- Agenda:
- Intro to Her Retirement
- Challenges for Women
Retirement Planning - Income Planning & Sources
Social Security
Class 2 - Nov. 11
- Agenda:
- Other Income Sources
Creating Income from Your Savings & Investments
401k Mistakes to Avoid
Class 3 - Nov. 18
- Agenda:
- Investment Management
The Proper Retirement Portfolio
Tax Planning
Healthcare/Medicare - Long Term Care/Estate Planning
Optional Add-On Bundle of Benefits That Students Love...
All 4 for Only $59 (a $500 Value)
Benefit #1 Our Big Book of Retirement Qs & As (hard copy)
Benefit #2 One year subscription to our Readiness Software
Benefit #3 One hour of coaching with a RetireMentor
Benefit #4 Our bag lady tote with fun surprises inside đ€Ș
Her Retirement Retirement Readiness Software â Two 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 financesâŠnow 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.
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.
Reverse Mortgage Overview by Wade Pfau
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 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. These materials are provided by Tax Smart Network (www.TaxSmartNetwork.com)
Portfolio Topics:
Tax Topics:
Long Term Care:
Bonus 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.
Estate Planning Empty Nester Guide Request
Medicare Supplement & Advantage Coverage
Alpha Money Management:
Other Retirement Information
What Kind of Retirement Do You Want?
The links below will help you start to question (and answer) your âwhyâ in retirement.
Remember the most important questionsâŠ
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?
- Whatâs 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 homeâs equity for an income buffer?
- How to protect your nest egg with the proper healthcare, long term care and estate planning strategies?
When youâre ready to find out if youâre ready for retirementâŠ
Schedule a Get Her Done Chat with your host and instructor, Lynn Toomey
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.