Building a Better Retirement Class

Join us for a free 2 hour in-person presentation and learn how to protect your future and feel confident about what’s next

How to retire with confidence!

Join us for an educational, no-cost class created to help you identify what really matters in your retirement strategy.

Whether you're just getting started or looking to course-correct, this event is a great opportunity to gain clarity and direction.

About the class

This Seminar is a hands-on, in-depth look into the many nuances of retirement financial planning. We don’t waste your time reviewing basic principles, we focus our time on the important topics you need to understand to build a successful retirement plan. We review actual case studies while allowing you the opportunity to ask specific questions.

BUILDING A BETTER RETIREMENT CLASS SYLLABUS

I. Filling the Gaps In Retirement

  • Running Out Of Money: The #1 Fear Among Retirees

  • Underestimating The True Cost Of Healthcare

  • Not Having A Clear "Protect & Grow" Income Strategy

  • Overlooking Large, One-Time Expenses In Retirement

  • Tax Analysis

II. Income Planning

  • Inflation

  • Market Volatility

  • Losses Hurt You More Than Gains Help You

  • The Long-Term Care Crisis: 70% Will Need It, 90% Haven’t Planned

  • Fee-Based Fiduciaries

  • What’s Your Income Stream?

  • Why Stress Testing Your Portfolio Matters More Than Ever

  • Social Security

  • Accumulation Phase

  • Distribution Phase

  • How Incomplete Estate Planning Can Derail Everything

III. Case Studies

Your instructor will take you through a series of case studies using anonymous data

Attend a Class

There is no cost to attend the seminar, but you must register.

If you're approaching retirement, or already there, it’s easy to feel

uncertain about what’s coming. The good news? Most of the major

financial missteps people make in retirement can be avoided.

Classes are from 6:30 PM-8:30 PM

Class will be held at

Harper College • Building W • Wojcik Conference Center Room w201

1200 W Algonquin Rd, Palatine, IL 60067

Main CA Office:

30101 Agoura Court, Suite 205,

Agoura Hills, CA 91301

Phone : 805-551-1953

USEFUL Links:


Investment advisory services offered through Cornerstone Securities LLC, a registered investment adviser. Insurance and annuity products offered through insurance agency product partners of Cornerstone Securities LLC’s affiliated insurance field marketing organization.