• Starts Jan 22, 2023
  • Deposit & $300/month

Available spots

Service Description

This 12 month series runs from January through December and includes: 1) An individual appointment to discuss YOUR retirement goals program suitability. 2) Monthly modules, readings, assignments, and tasks. 3) LIVE virtual group strategy sessions.(Jan 22, Mar 12, Jun 11, Sep 17 & Dec 10) 4) Personalized support and feedback. 10 participants only! Upon completion of this series you will have created YOUR ideal retirement plan. This will reduce your stress level and prepare you (mentally & financially) for your retirement. "Early bird special" can be booked online. One payment of $2500 by 12/31/22. Email to set up a payment plan ($500 deposit & 10 monthly payments of $300).

Cancellation Policy

Please note you can cancel your enrollment in this program at any time, however you will be billed for the current month. Cancellations will be processed for the following month after you notify us of your desire to cancel.

Contact Details

(704) 981-1815