Retirement Planning Course Offer

My New Course HALF-OFF Through December!

It’s A Great Privilege For Me To Announce…My FIRST-ever online course is now available!

And man, oh man, is it nerve-wracking to actually introduce to it to the public.  I put my heart and soul into this thing but that doesn’t mean it’s any good.  What makes it “good” is truly in the eye of the beholder. Now I must say I LOVE it!  I am very happy with it and I think it can help a lot of people.

I can’t say you will think the same though.  In fact, I know there are a couple glitches in it already.  Whenever I get too fired up and bang my hands together the audio goes out for a second.  Happens 3 times. Now, the course IS over 7 hours so that’s not a huge problem.  But for those of you are looking for a most professionally done course, with the highest of quality video, audio and graphics, this is not for you.  Just be advised.

This course also doesn’t discuss strategies around Roth conversions.  There will be another course solely on that.  This course doesn’t get too heavy into various investment ideas, either. Oh, we talk about investments, but not any specific investment strategy, other than asset LOCATION to reduce taxes.

This course is primarily aimed at folks, both married and single, who are worried they don’t have enough saved and won’t be able to retire.  How much is “not enough” is a tough one to answer, though.  For some, they may feel their $500,000 in savings isn’t adequate.  For others, $100,000.  It depends on YOU!

But I am using case studies of Single Suzy with about $135k saved and Charlotte and Josh Married with about $150k saved.  Can they retire at 62? 65? etc… we’ll figure it out.

I use Wanda Worker from the Social Security Administration a lot too. We run her numbers every which way we can.

We talk about Estate Planning for 5 videos.  Reverse Mortgages. Long Term Care. The hits just keep coming.

Now, be advised, because I’ve never offered a course before and because it makes me nervous to offer this for a fee, I am giving a FULL 30 day money back guarantee.  If you aren’t happy, let me know and I’ll give you your money back. I would appreciate a reason why, for my own understanding. But I won’t cuss at you and put needles in a doll that looks like you.  We can still be friends.

But wait!

THERE’S MORE!!!  BWHAHAHAHA

Until the end of December you’ll get the course for 50% off!  That’s right; A $250 savings! You math-magicians can figure out what I’m charging then for the course, right?

Just use the coupon code at the checkout page, HALFOFF.  Please use that to get the 50% off savings.  In January I’ll change the coupon code to 20% off.  And then in February charge full price.  So, even if you don’t intend to watch the course in the next month but do intend on doing so, buy the doggone thing now to collect that savings.

Okay, here’s the link. https://retirementplanningschool.teachable.com/p/home

I hope you get a lot out of this.  And I hope you provide feedback. Also if you have other ideas for courses I’d LOVE to hear those too.

© Copyright 2018 Heritage Wealth Planning