WHAT YOU GET

Every Retirement Engineering Workshop attendee who completes a free consultation receives a free Retirement Blueprint to show them when they might be able to retire, and when they might run out of money.

The Retirement Blueprint uses the C.O.R.E. process (Comprehensive, Objective, Retirement, Engineering) to give you a comprehensive overview of your personal retirement readiness.

  • Constructed by established financial fiduciaries using multiple software systems
  • Optimizes tax efficiencies including Roth conversion strategies and RMDs which start at age 72
  • Maximizes Social Security benefits for your unique situation
  • Profiles risk tolerance and current portfolio danger zones

Every Retirement Engineering Workshop attendee also receives a free copy of the book, Win By Not Losing. This book contains many of the most important retirement principles you should know—before you stop working and your salary stops coming in.

Win By Not Losing reveals tools and methods for making more sound—and more profitable—investments by protecting your principal first.

  • Reveals ways to detect and measure market signals that potentially signal major moves
  • Helps you build a portfolio with strong protection against market risk, low fees and liquidity
  • Helps you identify market metrics important to building wealth
  • Helps provide full transparency about risk and the stock market
ATTEND THE RETIREMENT
ENGINEERING WORKSHOP

Learn how to design your
retirement to minimize taxation

A BRIEF OVERVIEW OF OUR

WORKSHOP TOPICS

TIME FOR A NEW MODEL

Transitioning to a new phase of life requires a new approach to managing your finances.

RETIREMENT PLANNING

Creating a Retirement Blueprint that covers all aspects of retirement planning.

MAXIMIZING SOCIAL SECURITY

Making your Social Security benefit a powerful tool in your retirement plan and how to protect it from being taxed in perpetuity.

PROTECTING AGAINST MARKET LOSS

Challenging traditional approaches to risk management and how they relate in today’s atmosphere.

TAX STRATEGIES

Learn how to set up your 401(k) properly and learn the differences between taxable, tax-deferred and tax-free.

DISTRIBUTION PLANNING

How the sequence of your investment returns may dramatically impact your savings.

WHAT WE DO

RETIRING IN TODAY’S WORLD

Baby Boomers are retiring in record numbers, about 10,000 per day. A majority feel they are unprepared and some simply haven’t taken the time to plan their retirement. Many share the same question: Where to start such an overwhelming process? The first step is educating yourself in what concepts need to be addressed. The C.O.R.E. Retirement Engineering Workshop is designed specifically for this reason.

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WHO SHOULD ATTEND

Whether you are developing a retirement plan, nearing retirement, or have recently retired, you’ll gain access to a process that helps you build, protect, and ultimately transfer your hard-earned nest egg to future generations. It is never too early or late to begin setting a proactive course for how comfortably you spend your retirement years.

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A BALANCED PERSPECTIVE

If you take your financial signals from the media or websites sponsored by brokerages, you may not be seeing the true retirement landscape. By contrast, this workshop is designed to provide you financial education while pointing out any new dangers that can sidetrack retirees in today’s complex financial world. The goal is to discuss pros and cons of all aspects so ultimately you have the power to make decisions prudent to your personal situation.

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RETIREMENT BLUEPRINT

Education is only the first step. Once armed with the needed knowledge, making it a reality starts with developing a personal roadmap for the future. Too often this is mistaken for simply what assets may get you there, as opposed to true planning. Where you are currently, and where you want to go, is unique to everyone and cannot be dictated to you. The C.O.R.E. Retirement Blueprint process helps you make decisions for all issues you face in retirement so you can be confident in your future.

REGISTER

ATTEND THE RETIREMENT ENGINEERING
WORKSHOP
 TO LEARN HOW TO DESIGN
YOUR RETIREMENT TO MINIMIZE TAXATION.

Your $29.95 registration fee INCLUDES a free personalized Retirement Blueprint (with no obligation consultation) and a free copy of the book, Win By Not Losing.

SPECIAL OFFER:
BRING A FRIEND FOR FREE!

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UPCOMING EVENTS

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RETIREMENT ENGINEERING
WORKSHOP

Sign-up for your retirement
engineering workshop today!

OPEN FOR YOU

WE’RE HERE

ADDRESS:
14300 N. Northsight Boulevard, Suite 122
Scottsdale, AZ 85260

PHONE:
480.448.6270

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