Two-Day Comprehensive Retirement Planning Workshop

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Retire for L.I.F.E. Workshops

Retire for L.I.F.E. is a comprehensive two-day retirement workshop designed to help take the complexity out of the retirement planning process. In a classroom setting, you’ll receive professional guidance on how to make sure you have the right strategies in place and how to avoid the most common retirement risks and mistakes.

We’ll cover everything you need to know in an easy-to-understand format including income planning, Social Security maximization, tax strategies, estate planning and more.

Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement income strategy that you can be confident in. With personalized support available if you need it.

Covering basic living expenses in retirement and planning for major upcoming purchases.

Ensuring you have resources for guaranteed retirement income that you cannot outlive.

Protecting yourself from future market volatility, potential tax increases and rising health care costs.

Providing a lasting legacy for your loved ones while reducing unnecessary taxes and avoiding probate.

Course Location & Schedule


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This workshop meets once a week for two consecutive weeks.





  • Introduction to Retire For L.I.F.E
  • Retirement Risks
  • Average vs. Actual Returns
  • Two Types of Investments
  • Categories of Investments
  • Annuities 101
  • Sequence of Returns
  • Social Security
  • Homework
  • People between the ages of 55 and 70
  • Anyone who wants a comprehensive retirement plan in place to avoid potential risks and surprise expenses
  • Investors looking for guidance on proposed tax laws and Social Security changes



  • Review Homework
  • Answer Questions
  • Types of Advisors
  • Taxes In Retirement
  • Tax Strategies
  • Plan vs. Products
  • Estate Planning
  • Retire for L.I.F.E. Process
  • Case Studies
  • There has been a shift in retirement planning compared to previous generations
  • Lasting effects of COVID on the global financial markets are still unknown
  • The sooner you have a plan in place, the better


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Tuition $29* (includes all course materials and fees)

  • Couples may attend for a single tuition cost
  • Fill out registration form
  • Select workshop dates you’d like to attend
  • Enter payment information (secured through Stripe)
  • Click the “Reserve Your Spot” button to register

Questions or prefer to register by phone? Call your course instructor at Agent-Phone.

*$10 discount if registered on or before 3 days prior to beginning of class

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