her retirement masterclass

Welcome to the Retirement Readiness Kit

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 four 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
  • Purchase optional add-ons below
  • Discounted fee-only financial plan from a CFP

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 Get Planning...

At any time during or after the class ends, you can request a chat to discuss your retirement planning needs. 

Remember: we’re offering ALL students a fee-only financial plan with a CFP for the discounted fee of $2,500. Simply complete and submit this form to get your plan started.

    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 okay...you're not alone.

    Recorded Classes, Presentations & Materials

    Class 1 - Oct. 11

    Homework (aka good stuff)

    (click each to download)

    Class 2 - Oct. 18

    Homework (aka good stuff)

    (click each to download)

    A Discounted Bundle of Benefits That Students Love...

    All 4 for Only $99 (a $270+ Value)

    Benefit #1 Our Big Book of Retirement Qs & As (hard copy)

    $25 value

    Benefit #2 One year subscription to our Readiness Software

    $96 value

    Benefit #3 One hour of coaching with a RetireMentor

    $125 value

    Benefit #4 Our bag lady tote with fun surprises inside 🤪

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    $25 value

    Her Retirement Retirement Readiness Software – Two Week Free Trial Access

    Why You Need a Retirement Plan

    Remember...one of the biggest regrets of many older women is that they didn't get a financial plan. And, those that do have a plan accumulate a 445% bigger nest egg than non-planners. Are you going to be a PlanHER or a ProcrastinatHER?

    If you don't have a written plan for retirement, you can get one now, from a Certified Financial Planner. It's a fee-only plan with no strings attached. No product sales. No pressure. It's simply a financial plan based on your needs and goals. And it's only $2,500 for a limited time (a special fee for students only).

    Let's Get HER Done.

    Retirement Class 1 Additional Materials

    Got Retirement Readiness Gaps?

    Find out by completing our brief Retirement Readiness Assessment. Simply answer some questions about your health, wealth and happiness, and then receive a full assessment via email. It will identify any readiness gaps and get you going down the right path. Thank goodness we women aren't afraid to ask for directions!!

    Complete Your Assessment Here

    Retirement Class 2 Additional Materials

    Other Retirement Information

    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. You'll also find an electronic version of this checklist in the Retirement Readiness software platform.

    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 reach out to Her Retirement for some guidance/coaching.

    Guide to Advisors

    Give Us Your Feedback

    You should definitely give yourself a big ‘ol pat on the back for completing four 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. If you provide your name, we'll send you a thank you gift. 

    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