Getting Started With Your Retirement Plan
Hosted by Bob French, CFA and Jessica Wunder, CFP®, RICP®, CRPC®
Retirement planning is not an easy process. And getting started is one of the hardest parts. We want to give you the tools to get your plan off the ground and understand where you want your plan to be headed (other than just generally towards retirement). But how do you create that plan? What should it look like? And what does having a plan even mean?
Full Access only $99
In this workshop Bob and Jessica will detail:
- Understanding your Big Picture for retirement
- Designing your Strategic Asset Allocation
- Understanding Distribution Planning strategies (including Social Security!)
- Planning for your Tax Planning
- How to make sure that your Estate Plan and Insurance is appropriate
- What you can do to Maintain your plan through time
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.
