How to Plan for Retirement Masterclass
Whether retirement is right around the corner, or you have another 10-15 years to go, I am going to teach you our Personal CFO FORMula – an entire process for planning and executing a successful retirement without losing sight of what is important to you.
In this masterclass, I am going to teach you the exact process we use at The Wealth Consulting Group to help our clients fulfill their retirement goals. Our team works with select groups of successful business owners, professionals and executives who among other things aspire to have a work-optional lifestyle.
We have developed and refined a process that puts every piece of that puzzle together as our clients’ lives unfold and needs evolve. We call this process our Personal CFO FORMula and I’m sharing it all on the masterclass. Our process has helped clients determine if they can retire early, take a sabbatical from work, go off sailing around the world in retirement amongst other things.
If you are making good money but aren’t paying attention to what to do with it, figured out when you can stop working without running out of money or have a comprehensive plan for retirement, then you need to be on this masterclass.
This training is going to give you the clarity you need to plan for retirement.
So, will I see you there?
you’ve worked too hard to have to
delay retirement
Are you tired of working hard and investing without knowing if you’re actually going to have enough money in retirement?
Are you unsure whether you can maintain, or increase, the lifestyle that you’ve gotten used to once you retire?
Bonus: how to fast track your retirement.
How to calculate how much money you need in retirement to maintain, or even improve, your lifestyle in retirement.
How to figure out where to put your money today so you don’t run out of money in retirement.
How to map out and plan your ideal retirement.
During this free masterclass, you'll learn:
You want to know when you can retire and whether you can maintain your lifestyle. You don’t want to be penny pinching and clipping coupons in your retirement.
You are wondering how to juggle the financial responsibilities of taking care of aging parents while focusing on your own retirement desires aka you’re part of the sandwich generation
You are anxious even though you’ve done all the “right things” like investing in a 401k, and having savings. You aren’t sure if you’re on track to live out the retirement that you envision.
You are making good money but don’t pay attention to it. You’re saving and investing but not following a plan.
You need to be on this masterclass if...
Jessica A. shares, "My business was finally making more money, and before I upped my lifestyle expenses, I chatted with Alissa and set up retirement accounts. Being self-employed, no one sets up retirement accounts for you, so this was a MUST!"
Kristy N. found value in unexpected areas, "I was really caught off guard (in a good way) to learn about end-of-life planning. I never really thought about this before, but the information was a reality check into the unpredictability of life."
Cathy K. gained confidence in her financial decisions, "Working with Alissa, I now have a better understanding of my finances and how to manage money. She helped me set business goals and be realistic about what money I needed to make in order to live the life I want. I am way more confident and able to make decisions financially
what clients are saying
Many had worked with financial advisors who were focused on only managing their investments, failing to look at their overall life goals beyond their financial goals. We realize that while each client is unique, they share commonalities that are far more important than their financials goals including your…
Family Goals (the legacy you want to leave behind, the things you want to do with and for your family)
Occupational Goals (whether you want to retire tomorrow or have found yourself in a career that’s made for you and want to simply slow down a little)
and
Recreational Goals (your hobbies and passions)
To us, a financial plan isn’t just about finances because you are so much more than that. To us, your financial plan focuses on your WHY - your Family, Occupational and Recreational Goals- and money is simply the HOW.
We’ve created a process to help our clients do just that and that’s exactly what I’m going to share with you in this training.
I’m Alisa Todd, Financial Advisor + Personal CFO at The Wealth Consulting Group, host of Women Owning Wealth, and national speaker. My passion is educating people just like you on financial literacy and how to better plan for retirement.
Eight years ago, I joined forces with my business partner Mike Woitkoski, one of the founders of The Wealth Consulting Group. Over the years, we kept seeing a recurring theme of highly successful business owners and executives who were making good money but still had a lot of anxiety around their dreams to retire.
Meet your host, Alissa Todd the Financial Advisor and Personal CFO for ambitious women.
Meet your host
The system we use to help our clients stay on track on their retirement goals
The new retirement checklist with questions to ask yourself
The 2 mistakes holding you back holding you back from achieving successful retirement and how you can fix that today
Masterclass Replay
The exact process we used to help our clients pursue their retirement goals