Retirement Master Class
Free Retirement Class at the Henderson Mulit-Generational Center
Where:
Henderson Multigenerational Center
250 S Green Valley Pkwy, Henderson, NV 89012
When:
Wed, Oct 7th - 6:30pm
Thu, Oct 8th - 6:30pm
Only a few seats left!
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The Retirement Institute is a coalition of experienced financial executives throughout the U.S. that are passionate about educating individuals before and after retirement. Our mission is to help 100 people retire successfully by year's end by offering free retirement education that helps boost retirees' financial literacy.
The conventional approach to retirement 'planning' often involves a stack of statements, a diverse pie chart, and an overview of social security benefits. Our program goes beyond the traditional and empowers you to craft your own 21st Century Retirement Plan.
The class is designed to provide individuals who have recently retired or will be retiring soon. Our classes are always free, and our goal is not only to provide you with useful information but also to connect you with advisors, estate planning attorneys, and tax pros so you can get expert advice if you need it — which is why we always invite local guest speakers to our events.
Retirement Institute was created because of that lack of proper financial education in all facets of retirement.
Free Course and Retirement Checklist Included
The Retirement Institute Master Class is delivered in a classroom style format in about an hour, followed by a live Q&A, and comes with a retirement checklist and all necessary class materials.
Bonus for Attending: Free Access to Our Retirement Planning Software
Everyone who attends this Master Class receives complimentary access to our retirement planning software, so you can DIY your own retirement plan, model your investments, explore tax strategies, and formulate a successful income strategy. Attendees also receive special discounted pricing to have a dedicated advisor assigned to them, so you can turn your DIY plan into a comprehensive, professional retirement plan.
Your First Planning Session Is Free!
After the event, we'll sit down with you one-on-one and help you load your finances into our retirement planning software, so you can watch your personalized plan come to life with an assigned Chartered Financial Consultant.
Meet Your Host: Scott Groskreutz, ChFC®
Scott Groskreutz, ChFC® — is president of SG Financial and author of the Amazon bestseller "Expedition Retirement: Define Your Why, Secure Your Income, and Enjoy Your Journey." He leads a top retirement planning firm with the main office located in Henderson, NV, while serving clients across the country.
Operating as 100% independent fiduciaries, his team prioritize clients' best interests, and they have been featured in Fox, MarketWatch, and USA Today.
With a Series 65 License and a Life and Health License, Scott, a BYU graduate, combines academic knowledge with practical expertise. He also holds his Chartered Financial Consultant designation from the American College of Financial Services.
Committed to community service, Scott supports The Gift of Gratitude Foundation, a 501(c)(3) organization, honoring veterans and first responders. Beyond finance, he enjoys ice hockey and cooking BBQ with his family.
Who is the Retirement Institute seminar designed for?
- check_circle Those already retired or planning to retire in next few years.
- check_circle Concerned about future taxes in retirement, especially if the majority of retirement savings are in tax-deferred accounts.
- check_circle Interested in increasing financial literacy and developing a comprehensive retirement plan, covering Withdrawal Plan, Investment Plan, and Tax Plan.
- check_circle Looking for tax efficiency in income, estate planning, and inheritance.
- check_circle Seeking personalized guidance on investments, strategies, and stock markets, avoiding generic advice from big brokerage houses promoting products and mutual funds.
- check_circle Looking answers to: WIll I run out of money? What accounts should I pull from first? What should I select for my pension?
- check_circle Eager to optimize Social Security benefits in alignment with assets and pension.
- check_circle Looking to create a strategic investment plan using a bucket approach or curious about ROTH conversions.
"The best investment you can make, is an investment in yourself... The more you learn, the more you'll earn"
-Warren Buffett