Club Testimonial: Meet Lori!
“I love the Strong Retirement Club because I get together with women who are in a similar situation as I am, knowing that I am not alone in my fears. The club is forcing me to think about my future rather than just moving forward haphazardly. All this while having fun.” Lori
The Strong Retirement Club is a one year membership focusing on the topics of: Money, Lifestyle, Health, and Legacy Planning.
Each topic is covered by an educational webinar and followed by an interactive workshop.
We begin with ME Time: Motivation and Education where we meet virtually to learn and get inspired.
Next we meet in person to learn how to implement the information, what to start focusing on, and how to apply it to your situation.
“If you don’t make the time to do it NOW, then you will NEVER make the time to do it!” Tina
Each topic is described below:
1. Properly Funding your Lifestyle: During this session we will help you create the lifestyle in retirement you really want. You will learn how to create structure, live with a purpose, and feel fulfilled every day. We will teach you how you can lower your overall expenses, properly budget for your living costs and unexpected costs, do a dry run of your retirement, and other strategies to set yourself up for success.
2. Health and Long Term Care: We will explore how to keep yourself in good health, the costs of health care during retirement, and different Long Term Care planning strategies.
3. Building Your Retirement Plan: What does retirement look with all of your moving parts? Find out how it all works together and get a CLEAR view of what every day will look like. During the meeting, you will learn about: income, expenses, assets, inflation, social security, pension, taxes, Required Minimum Distributions, withdrawal percentage rates, and investment returns.
4. How to plan out your legacy, and validate your relationships with your loved ones. Whether to children, charity, or loved ones, a proper plan will give you peace while making the most of your money. How to begin planning your estate, which documents you need, and how often you need to update them will all be covered.