It all starts with a plan...
Is there is something holding you back from reaching your financial goals? Maybe you always meant to start planning for what comes next, but where do you start?
RETIREFIT is a workshop focused on building your complete retirement plan. With your goals in-mind, you’ll know where you’re going, when you’re going to get there, what you need to save, and feel confident about your success.
LAYING A STRONG FOUNDATION
Anything worth it takes hard work. We're here to help you prepare.
At the end of this course; you'll understand where you are, where you want to go, and how much you need to get there.
EACH PLAN INCLUDES
What’s your [why]
Finding and setting goals
Investment
Planning
Establish your risk tolerance
Access to Orion Planner
Income Planning
Tax
Planning
Estate and Legacy Planning
Health care planning
Personal Wealth Strategy
We believe in going out there and living life. Let's do this.
FINDING YOUR [WHY]
Each RETIREFIT course begins with an introduction to finding your [why]. Before we start talking about income strategies and investing, we need to establish who you want to be and what you want to accomplish in life - beyond money
Because we have a saying: Money will not make you happy, but the lack of money can certainly make you unhappy.
With RETIREFIT, we start with you. Your dreams. Your goals.
Let's get started.
SIGN UP FOR A RETIREFIT COURSE
Upcoming Events
Wed, Nov 16Nashville
Tue, Nov 15Nashville