roadmap to 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 Masterclass resources mentioned in class, plus a few surprises.
Here's a reminder of all the value you get in this Masterclass:
- Presentation replay
- Downloadable PowerPoint presentation (with “take action” links)
- Guides, white papers, articles, and videos
- 2-week free trial access to our Her Retirement Personalized Readiness software platform
- Discounted Know More. Have More Education Program.
- Complimentary G.R.O.W. Diagnostic
We’re excited to include you in the elite group of Masterclass graduates who are getting educated, taking action and changing their retirement for the better. Let’s Get Her Done.
Complimentary G.R.O.W. Diagnostic.
Find Out If You're Ready for Retirement.
At any time you can apply for a diagnostic. Just complete below and submit.
Fortune favors the smart, the bold and the prepared.
And no one prepares you better for a better retirement.
Roadmap to Retirement Class Recording, Presentation & Materials
WHAT WE COVERED
HOMEWORK - CLASS RESOURCES
NON-FINANCIAL SIDE OF RETIREMENT
HER RETIREMENT INTRO VIDEO
YOUR RETIREMENT PORTAL
Did You Find Out if You've Got Retirement Money Gaps?
Find out by completing our brief Financial Readiness Assessment. Simply answer some questions and then receive an 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!!
You can Know More & Have More with the industry's best retirement planning program for women.
Special Live Student Fee: $297
Note: Watch the Roadmap to Retirement Masterclass BEFORE you decide to access the full program.
Topics Covered in the 8 Modules
1) Financial & Non-Financial Planning & Strategies; 2) Retirement Income Planning; 3) Social Security; 4) Investment Management; 5) Tax Planning; 6) Long Term Care; 7) Healthcare/Medicare; and 8) Estate Planning
P.S. We'll also mail you a special thank you gift for committing to becoming HappiHER, HealthiHER & WealthiHER.
Not Ready to Invest in the Education Program? Grab My Bonus Bundle. Only $59 ($300 value)
Benefit #1 My Big Book of Retirement Questions & Answers
Benefit #2 One year subscription to our Retirement Readiness Software
Benefit #3 One-on-one 30-minute coaching session with a RetireMentor
Benefit #4 Our fun tote: I'm Not Going to Be a Bag Lady 🤪
Become an Affiliate - Earn Some Extra Cash
Do you know people who could benefit from the Her Retirement Roadmap to Retirement Masterclass? Please send them to this link.
If you'd like to be an affiliate for the Know More. Have More program, you'll receive $30 for every program purchased through your unique URL. Just reach out to me if you're interested. It's a great way to help other women and pocket a little passive income too.
Email me at: email@example.com.
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.
Let's Get HER Done.