roadmap to retirement readiness 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. 

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 Her Retirement Membership program
  • Complimentary Retirement Readiness Assessment

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.

Complimentary Am I Ready for Retirement Assessment Application

At any time you can request to request an Am I Ready for Retirement complimentary assessment.  Just complete below and submit.

    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.

    Class Recordings, Presentations & Materials

    WHAT WE COVERED

    • A HappiHer, HealthiHer, WealthiHer Retirement
    • Intro to Her Retirement
    • Why for Women
    • The Good News
    • Challenges for Women

      Non-Financial Planning
    • Financial Planning
    • Next Steps
    ENJOY THE RE-PLAY

    (replay is 90 minutes)

    DOWNLOAD PRESENTATION

    HOMEWORK - CLASS RESOURCES

    WOMEN & RETIREMENT

    (click each to download)

    10 Tips to Empower Women

    Her Retirement Workbook for Women

    Her Retirement Recession Booklet

    Don’t Worry, Retire Happy: video interview with retirement expert Tom Hegna

    NON-FINANCIAL SIDE OF RETIREMENT

    What’s Happiness?

    The Secret to Living Longer (Ted Talk)

    Profiles About Life in Retirement

    BONUS MATERIALS

    Retirement Milestones Chart

    Important Financial Number 2022 Chart

    HAPPY INTERNATIONAL WOMEN'S DAY

    Download, print, color and display

    🙂

    Did You Find Out if You've Got Retirement Money Gaps?

    Find out by completing our brief Retirement 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!!

    Complete Assessment Here

    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

    Access Mini E-Classes on 18 Different Topics

    Affordable, bite-sized learning in 18 financial and retirement topics...

    Retirement Planning

    Income Planning

    Social Security

    Estate Plannig & more

    Each e-class is only $10!

    Access the E-Classes Here

    Access On-Demand 8-Hour Masterclass

    This class is currently being updated, but you can access an older version below for a fee of only $79.

    Access the Masterclass Here

    RetireTogethHER .... Join Our Membership

    Only $97/month (a $6,000+ Value)

    Know More. Get More. Keep More. Have More. with the industry's ONLY retirement readiness membership program and community...just for women. You don't have to figure all this out on your own. Let's RetireTogethHER & Get Her Done.

    Purchase Membership Here

    Benefit #1 Am I Ready for Retirement Assessment

    $1,000 value

    Benefit #2 One Year Subscription to Our Software

    $96 value

    Benefit #3 Monthly Group Coaching Session (via Zoom)

    $1,800 value

    Benefit #4 8 Hour Masterclass (8 one-hour modules)

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    $300 value

    Benefit #5 Unlimited Access to All Webinars & Educational Materials

    $1,000 value

    Benefit #6 Access to Private FB Community

    Invaluable

    Benefit #7 Multiple Service Discounts

    Financial plan

    Tax plan

    Trust & Will

    Healthcare/Medicare Plan

    Her Retirement coaching

    Other experts

    $900+ value

    Benefit #8 Her Retirement Book & Other Goodies

    $1,000 value

    Purchase Membership Here

    Her Retirement Retirement Readiness Software – 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 finances…now and in retirement.

    Access Free Trial

    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.

    INeedARetirementPlan.com

    Feeling a little overwhelmed and not really sure about all this retirement "stuff"?

    It's okay...you're not alone. Let's RetireTogethHER.

    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.