Join our
Retirement
Income
Challenge
This is an interactive challenge – not just a series of webinars – so be prepared to put in the work. You’ll be expected to take part during each session, and also do a little bit of homework each night. But if you are ready for the challenge – and put in the work – you’ll see the results!
Registration is CLOSED
Please join the waitlist to be notified when our next session is available!
4 Days. 0 Dollars.
Better Future.
Review your RISA® profile and Use the Funded Ratio Tool
After registering, you’ll complete a few prerequisites for the Challenge, including taking the Retirement Income Style Awareness® (RISA®) assessment to identify your retirement income style and gathering the information you’ll need throughout the week.
On Monday, we’ll review our Retirement Income Framework and explore how your beliefs influence the retirement strategies that may fit you best. You’ll also receive a live demonstration of our Funded Ratio tool, learn what goes into your Funded Ratio, and gain access to calculate your own during the session.
Your homework before Day 2 is to complete your own Funded Ratio.
Interpret Funded Ratio score
We will review a variety of standard funded ratio outputs to help you interpret your scores. In addition, we will discuss implementation approaches.
Implement Your Vision
We will talk about what having a successful retirement truly means *for you* – and how to put yourself on course to reach that retirement.
Open Q&A Office Hours
Everyone’s situation is unique and we’ve covered a lot of ground in a short amount of time! Day 4 gives us a full session to answer your questions and spend more time on any sections you need more clarity on to make sure you’re leaving with the confidence that your work paid off.
Registration is closed!
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