WELCOME TO C.O.R.E.
C. Comprehensive
The traditional approach to retirement planning concentrates almost entirely on investments. We will show you how to account for the contingencies and surprises of retirement, in all areas, to properly evaluate and plan for your goals.
O. Objective
The hardest part about finding a good planner is to find someone who will truly help you plan your retirement objectively. Learn what to look for in an advisor or firm to keep YOUR interests the primary focus.
R. Retirement
It is as important to know what you are retiring to as what you are retiring from. Retirement is different for everyone and not simply the end of your working career. A successful retirement is one that achieves your goals while providing a comfortable journey.
E. Engineering
Engineering means developing a proactive plan that addresses and eliminates any potential pitfalls before they arise. Without a detailed plan in place your retirement may become a series of reactions to negative events and be based solely on investment returns.
The C.O.R.E. process helps you to put all of these concepts together ensuring the pieces necessary for a successful retirement are in place.
A BRIEF OVERVIEW OF OUR
WORKSHOP TOPICS
TIME FOR A NEW MODEL
Transitioning to a new phase of life requires a new approach to managing your finances.
RETIREMENT PLANNING
Creating a Retirement Blueprint that covers all aspects of retirement planning.
CHOOSING AN ADVISOR
What to look for when choosing a partner in your retirement journey.
MAXIMIZING SOCIAL SECURITY
Making your Social Security benefit a powerful tool in your retirement plan and how to protect it from being taxed in perpetuity.
PROTECTING AGAINST MARKET LOSS
Challenging traditional approaches to risk management and how they relate in today’s atmosphere.
TAX STRATEGIES
Learn how to set up your 401(k) properly and learn the differences between taxable, tax-deferred and tax-free.
ESTATE PLANNING
Legacy and incapacity planning, why you may have no control over your spouse’s IRA, 401(k) or retirement benefits.
DISTRIBUTION PLANNING
How the sequence of your investment returns may dramatically impact your savings.
LONG TERM CARE OPTIONS
Protecting a lifetime of hard work from disappearing due to a prolonged health event
what we do
RETIRING IN TODAY’S WORLD
Baby Boomers are retiring in record numbers, about 10,000 per day. A majority feel they are unprepared and some simply haven’t taken the time to plan their retirement. Many share the same question: where to start such an overwhelming process? The first step is educating yourself in what concepts need to be addressed. The C.O.R.E. Retirement Engineering Workshop is designed specifically for the reason.
REGISTERWHO SHOULD ATTEND
Whether you are developing a retirement plan, nearing retirement, or have recently retired, you’ll gain access to a process that helps you build, protect, and ultimately transfer your hard-earned nest egg to future generations. It is never too early or late to begin setting a proactive course for how comfortably you spend your retirement years.
REGISTERA BALANCED PERSPECTIVE
If you take your financial signals from the media or websites sponsored by brokerages, you may not be seeing the true retirement landscape. By contrast, this workshop is designed to provide you financial education while pointing out any new dangers that can sidetrack retirees in today’s complex financial world. The goal is to discuss pros and cons of all aspects so ultimately you have the power to make decisions prudent to your personal situation.
REGISTERRETIREMENT BLUEPRINT
Education is only the first step. Once armed with the needed knowledge, making it a reality starts with developing a personal roadmap for the future. Too often this is mistaken for simply what assets may get you there, as opposed to true planning. Where you are currently, and where you want to go, is unique to everyone and cannot be dictated to you. The C.O.R.E. Retirement Blueprint process helps you make decisions for all issues you face in retirement so you can be confident in your future.
REGISTERJoin us
upcoming events
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WHAT YOU RECEIVE IN CLASS
- 3 hours of interactive classroom instruction
- 30 minute optional town hall style Q&A
- Workbook covering all key concepts provided
- Comprehensive list of online resources and reading material
- Fillable budget worksheets
- Medicare & Estate Planning Guides
WHAT YOU RECEIVE AFTER CLASS*
- Social Security – Personalized 20+ page report detailing all strategies available to you
- Portfolio Stress Test – Stress test of current portfolio against a repeat of 2008 and other custom scenarios you choose
- Taxes – Year-by-year comparison of ROTH and non-ROTH options including costs, savings, and breakeven points
- Retirement Summary – Year-by-year cash flow analysis including taxes, RMDs, inflation, expenses, sources of income, and any additional custom variables needed
- 401(k) Investment Strategy – Provides a “Win By Not Losing” strategy for those still working and saving into retirement plans
*Requires C.O.R.E. Discovery Sessions at no additional cost
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Hours to begin planning for your retirement
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Postal Adress: 14300 N. Northsight Boulevard, Suite 122 Scottsdale, AZ 85260
Phone: (480) 448-6271