Campus Tour
Workshops
- Creating Tax Efficiency For Retirement
- Managing Inflation in Your Retirement Income Plan
- How to Create Your retirement Income Plan
- Developing a Social Security Claiming Strategy
- Designing Your Asset Allocation
- Medicare Decisions and Health Expenses for Retirees
- Finding the Right Balance on Retiring
Office Hours
Monthly Group Office Hour to answer your questions
- Includes our Portfolio Hot Seat where we anonymously review a member’s investment portfolio to talk through the decisions that they are making and lessons for your situation
Quarterly Investment Review
Your Syllabus
Your syllabus guides you on your path and makes sure you have the information that you need.
Downloadable Tools
Our wealth of Downloadable Tools for your retirement Planning
- Including the RISA, Funded Ratio Analysis, PAY Rule Calculator, and Tax Efficient Retirement Investing Resource Pack
- 10 other downloadable calculators
- 33 Flowcharts
- 24 Checklists
- 12 Worksheets
Video Library
Forums
Access to instructors to ask your questions!
Bob French CFA
Frequently Asked Questions
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 date 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 immediately. Feel free to cancel anytime prior to your next monthly billing date.
How long will it take to receive my email?
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.
