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
  • “Am I Ready for Retirement?” 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.

    In addition to chatting about a plan for retirement, I would like more information about the following:

    InvestmentsTaxesSocial Security401k/IRAsIncome PlanningAnnuitiesHome Equity

    MedicareHealthcareLong Term Care/Life InsuranceElder Care PlanningEstate PlanningDocument StorageFraud Protection

    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're not alone.

    Recorded Classes, Presentations & Materials

    Class 1 - Nov. 4

    Homework (aka good stuff)

    (click each to download)

    Class 2 - Nov. 11

    Homework (aka good stuff)

    (click each to download)

    Class 3 - Nov. 18

    Homework (aka good stuff)

    (click each to download)

    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 🤪


    Her Retirement Retirement Readiness Software – Two Week Free Trial Access

    Retirement Class 1 Additional Materials

    Retirement Class 2 Additional Materials

    Retirement Class 3 Additional Materials

    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 Coverage

    Medicare Supplement & Advantage Coverage

    Alpha Money Management:

    Webinar replay with Brian

    Active vs. Passive Investing

    Hotchkis & Wiley Research on Passive vs. Active

    Baird Research on Passive vs. Active

    Other Retirement Information

    What Kind of Retirement Do You Want?

    Remember the most important questions…

    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:

    1. What do you want your retirement income to fund?
    2. How to suitably invest retirement assets for growth, while minimizing portfolio volatility and preserving principle?
    3. How to mitigate key risk factors that can sabotage your retirement?
    4. What’s the appropriate income distribution method to utilize based on your needs?
    5. When to apply for Social Security to try to maximize income benefits?
    6. How to minimize the impact of taxes on your distribution strategy in retirement?
    7. How to utilize your home’s equity for an income buffer?
    8. How to protect your nest egg with the proper healthcare, long term care and estate planning strategies?

    The Ultimate Retirement Readiness To-Do List

    Sometimes after class, you may feel a little overwhelmed by all the information. Check out the below checklist to help you get organized.

    Ultimate Retirement Readiness To-Do List

    How to Choose the Right Advisor to Help You?

    In a sea of 300,000 “financial advisors” it’s hard to know who are the right ones for you. Check out the guide below for some suggestions and good luck assembling your team of subject matter experts. And don’t forget to also chat with your instructor who is a Hybrid Retirement Advisor.

    Guide to Advisors

    Thank You for Joining Us…You Rock!

    You should definitely give yourself a big ‘ol pat on the back for completing eight hours of retirement planning education. You now have a little more power to change your retirement outcome for the better. We’d love to get your feedback on the class in a quick survey below. It helps us continue to improve the class. Thanks in advance.


    Access the Survey Here

    When you’re ready to find out if you’re ready for retirement…

    Schedule a Get Her Done Chat with your host and instructor, Lynn Toomey