What's Involved in a Financial Plan
Hosted by Jason Rizkallah, CFP®, RICP®, ChFC®
Join Jason Rizkallah, Managing Director of Financial Planning at McLean Asset Management, and Alex Scott, Financial Planner at McLean Asset Management, to get a better understanding of the elements required in building a comprehensive financial plan. You will learn about what needs to be included, how to choose and incorporate appropriate assumptions (i.e. market returns, inflation, healthcare costs, etc.), and the do’s and don’ts to consider while crafting you plan. We will also cover common pitfalls that you may encounter as you create, review, and track your plan over time.
Full Access only $99
During this Workshop you will learn:
- Essential planning topics to include in your financial plan
- How to incorporate realistic and appropriate assumptions
- Financial planning pitfalls to watch for
- Financial planning “Do’s” and “Don’ts”
Full Access only $99
Purchase access to our latest workshop,
Or join the Retirement Researcher Academy for access to all upcoming workshops
Academy Campus Tour
Once I sign up for my membership, what happens?
Step 1. You will receive an email invoice, and a confirmation email with a link to log in.
Step 2. Log in and explore the site, webinar replays, downloadable content, previous workshops, and upcoming workshops.
Step 3. This is a subscription product, so you will be automatically billed at your next billing interval.
If you choose an Annual subscription: Your initial fee will be charged at the end of your 7 day trial and your renewal fee will be charged annually after that. If you would like to avoid being automatically charged, please reach out to us to cancel before the end of your trial.
If you choose a Monthly subscription: Your first month fee will be charged at the end of your 7 day trial and your renewal fee will be charged monthly after that. Feel free to cancel anytime prior to your next monthly billing date.
How long will it take to receive my email?
We will email your access instructions immediately. Be sure to check your spam folder just in case, and remember, you can always reach out to us for assistance at community@retirementresearcher.com
How do I cancel my subscription?
You may cancel your subscription at any time before your next bill date from within your account settings, or by emailing us at community@retirementresearcher.com.
Who is this for?
Will I keep this price forever if I sign up now?
Do I need this if I have an advisor?
Can I get a refund on my membership subscription?
No, we are not offering refunds for membership subscriptions.
Can I join the membership site if I live outside the US?
Sadly, the membership site is only available for purchase by individuals in the United States.
