Retirement Readiness OnDemand Online Seminar

Question: If you are going to be retired for 20 to 30 years (or longer), doesn’t it make sense to spend a few minutes NOW to insure your retirement is everything you envision it to be and more?  The most important thing to remember about this issue is this:

Those who fail to plan - plan to fail!

For a 3-Minute "trailer" of the OnDemand Seminar, click the image below:

At the end of the three minute preview, you can download the e-book "12 Key Questions Every Retiree Must Answer"

By viewing the 15 minute OnDemand workshop, you will learn about the six steps that are CRITICAL to any retirement income analysis….and when you are done, we will send you a complimentary copy of

By requesting a personalized "Retirement Readiness" Analysis, you will be better prepared for the future. 

During this session, we will address the following critical questions:


  • Will I outlive my money or will my money outlive me?
  • How long would my money last if I were to stop working today?
  • If I have a retirement shortfall, what can be done about it?
  • What percent of pre-retirement income should I use as a benchmark to maintain my standard of living in retirement?
  • What is the optimum age for me to retire to maximize my benefits?
  • How does the rising cost of health care affect my retirement income planning?
  • What is the proper mix of actively managed stocks, actively managed bonds, and alternative investments in a retirement portfolio?
  • What is the appropriate spending rate from a nest egg to ensure my savings last my lifetime?
  • How does longevity affect funding a retirement that could well last 30 years or longer?
  • Taking everything into account, is my retirement income plan sustainable?