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

    • A HappiHer, HealthiHer, WealthiHer Retirement
    • Intro to Her Retirement
    • Why for Women
    • The Good News
    • Challenges for Women
    • Financial Planning
    • Non-Financial Planning
    • Next Steps

    (replay is 105 minutes)

    DOWNLOAD PRESENTATION

    (Make sure to check out all the links and exercises in the presentation)

    HOMEWORK - CLASS RESOURCES

    10 Tips to Empower Women

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

    Podcast with Social Security expert, Mary Beth Franklin

    NON-FINANCIAL SIDE OF RETIREMENT

    What’s Happiness?

    The Secret to Living Longer (Ted Talk)

    Profiles About Life in Retirement

    BONUS MATERIALS

    HER RETIREMENT INTRO VIDEO

    YOUR RETIREMENT PORTAL

    All in one personalized retirement portal designed to assess and fill your gaps in knowledge, preparedness and guidance. Free two-week trial.

    LEARN ABOUT THE PORTAL
    ACCESS THE 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!!

    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

    You can Know More & Have More with the industry's best retirement planning program for women.

    Special Live Student Fee: $297
    (value: $3,300)

    Note: Watch the Roadmap to Retirement Masterclass BEFORE you decide to access the full program.
    Purchase the Program

    Eight 90-Minute Educational Classes

    No where else can you find this breadth & depth of research-backed retirement education. One module is released every week over two months. Includes workbooks, guides, checklists & more.

    Value: $2,000

    Group Coaching/Q&A Sessions

    Group coaching/Q&A sessions will be offered to support each educational module. All sessions will be recorded and offered every two weeks for the two months following the module releases.

    Value: $500

    G.R.O.W. Diagnostic: Are You Ready?

    Every student has access to our G.R.O.W. Diagnostic which helps you determine if you're ready for retirement. A no-brainer way to find out what you need to do to get truly ready.

    Value: $500

    One Year Access to Retirement Software

    Our proprietary retirement readiness software will give you a complete view into your finances and provides personalized, actionable insight into your gaps, risks and opportunities.

    Value: $200

    The Big Book of Retirement Qs & As & More

    Our Big Book of Retirement Qs & As (in PDF format ), reinforces all the concepts taught in the masterclass. A wealth of extremely valuable information, along with other surprise goodies.

    Value: $100

    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.

    Purchase the Program for $297

    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 🤪

    BadLadyToteDesign1
    Purchase the bundle here for only $59

    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: lynnt@herretirement.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.

    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 me for class. Please feel free to email me at: lynnt@herretirement.com or call 508.798.5115 for help navigating our resources and your journey.