Game Plan Option 1 - GAME PLAN WORKSHOP

This workshop is 10 hours of instruction on the key areas of Retirement Income Planning.  The one day workshop includes lively presentations, group discussion and individual exercises.  Prior to the workshop you will receive assignments that will allow you to prepare in advance.  This will allow you to maximize the workshop experience so that you will be able to develop a tailored workshop action plan.

What this includes:

  • 10 hours of instruction.
  • A comprehensive workbook binder that includes resource material and reflection exercises.  This workbook will be useful to you long after the workshop is over.
  • Workshop exercises that will help you KNOW YOUR NUMBERS.
  • Action Plan Template - Used throughout the workshop, this template will help you craft your resiliency action plan so you are ready to take massive and focused ACTION when the work is completed?
  • Optional half hour consultation to provide assistance in mapping out your ACTION PLAN