Mastering the Art of Financial Planning Online Class

Get Your Simplicitree® Plan Today

Do you wonder if you have saved enough to retire without the worry of running out of money? Get a Simplicitree® plan today and put those worries behind. This plan is free and does not obligate you for anything.


What You Can Expect

In the short introductory video above, you will get a glimpse into our Mastering the Art of Financial Planning class as well as a taste of our proprietary Simplicitree® retirement planning system. This combination of educational material and insights into planning may be just the jump-start you need to begin creating a clear and understandable financial pathway into your future.
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Mastering Retirement Purpose

The Harley Davidson Company ad said, “When you write the story of your life, don’t let anyone else hold the pen.” Your retirement is a chapter of your life story. So let’s start with the end in mind. What do you want your retirement to look like? This session focuses on a different perspective and contains some of the most personal and valuable information in this class.
Instructor: Paul Durso

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Mastering Taxes

Someone once said that in retirement you will need less money to live, somewhere around 80% of your current needs. You will pay less taxes because your income will be less and result in a lower tax bracket. That same person says that your $500,000 IRA is worth $500,000. That's a lot of BULL!!!!! Not a whole lot of people out there want to retire on less! Take a look at our thoughts on taxes and their potential impact on retirement.
Instructor: Charlie Bowers

Mastering Risk Management

An average day here on earth is risky. With all the risks we deal with each day, should we be so concerned with investment risk? Who gets to define what risk is anyway? And why do financial professionals want to know how much risk I can tolerate? Risk watching our video, and you may leave looking at risk from a different point of view.
Instructor: Paul Durso

Get Your Free Simplicitree® Plan Today

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Do you wonder if you have saved enough to retire without the worry of running out of money? Get a Simplicitree® plan today and put those worries behind. This plan is free and does not obligate you for anything.



Mastering Distributions

All income, regardless of the source, is the same, correct? And my Social Security benefits won’t ever be taxed, right? Well those statements aren’t exactly correct, and understanding how your income streams are taxed can greatly benefit you in retirement. Remember a dollar of tax saved, is a dollar that is gained in your pocket. A quick viewing of this video will show you the importance of income creation strategies and minimizing your tax burden in retirement.
Instructor: Paul Durso

Mastering Retirement Roadblocks

Have you ever been driving on a trip to an out-of-state destination and run into road construction? It's the worst. Nothing is worse than a detour or road closing. Your retirement road map can be full of roadblocks and detours as well. Does your retirement plan reroute you like your GPS does, or will a retirement roadblock throw you into a state of being lost? This video shares some of the common roadblocks of life and how to navigate around them to successfully reach your destination.
Instructor: Charlie Bowers

Want To Attend A Live Class? Sign Up Today!

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If you are enjoying this online class, it has been taken from our college level retirement planning class that has been offered at colleges and universities across the country. Sign up below to secure your spot at our next live class in your area.



Mastering Investments

Are we the masters of our investments, or are our investments, far too often, the masters of us? Investments could be viewed similar to dating. Is this relationship right for me? Is he or she looking out for my best interest? Is he or she a cheap date, sticking you with the bill? I’m not sure we can answer the questions about your date, but a clear and understandable plan can help determine if your investments are appropriate, out for your best interest and if an investment is worth the risk.
Instructor: Paul Durso

Mastering Retirement Income

Blending income streams to minimize taxation is a good idea if you have the resources to do it. Is your nest egg as focused on earning you income as you are when you are working? Well in retirement, your investments better be focused on making you money. Could anything be more satisfying than your retirement income being deposited into your bank account every month regardless of market movement?
Instructor: Paul Durso

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Mastering Estate Planning

Our minds and bodies sometimes aren’t what they used to be and as a result, the Grim Reaper is batting 100%. Don't worry, when you walk out on life, Uncle Sam will only take his fair share of taxes, or is there a way to protect what you have? Even if your estate is very small, there are certain steps you may want to be taking to better prepare yourself and your family. Watch our video for an introduction to some of the steps you may want to take, and see a few common estate planning mistakes made by some not-so-common people.
Instructor: Charlie Bowers