Retirement Test Drive Class 101


Always bring a spouse or friend! 

Classes are MUCH more fun with friends.


Learn the right questions to ask!  Lots of class input as each class designs a new retirement plan on the fly!


The Color of Money - with taxation overview & Rule of 100
We look at your expenses, medical costs and inflation
Income streams - to inflate or deflate, that’s the question
Social Security Maximization - everyone’s concern!
CD’s, Savings, Pensions & SS, and making

your own pension
Real Market RISK - most folks do not understand this!
Qualified Retirement Accounts, Required Minimum Distributions & Delayed RMDs
How to make a financial decision -  this is Job #1!


Handouts:     Guide to Social Security  |  Relevant Articles

 2017 Tax Summary

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. 

BCM and Royce Financial are independent of each other.   Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.  04/18

Past attendee:  "I had no idea retirement planning was so complicated.  We will have to come back a second time!"

© 2016 by Retire Smart Classes          Educational classes only - nothing sold or offered