Build Your Financial Know-How with Retirement Wealth Academy
Understanding retirement planning early helps you make smarter decisions.
Whether you’re considering your options or refining your plan, the Retirement Wealth Academy offers practical insights so you can evaluate your retirement goals with confidence, without pressure.
Explore What’s Ahead: Educational Experiences for Your Retirement Journey
Not all retirement planning is the same, and neither are your goals. Our Retirement Wealth Academy sessions are structured to help you understand foundational concepts in retirement planning, without pressure or sales pitches. You’ll gain clarity on topics that many people find confusing or overwhelming.
Course:
Retirement Wealth Academy
Learn About Key Financial Topics
Our Retirement Wealth Academy course is designed specifically for those ages 55+ who are either nearing retirement or already retired. This course will provide valuable insights into critical areas of retirement planning, helping you make informed decisions and build a solid foundation for your financial future.
Take the First Step Toward Informed Retirement Planning
Why Attend?
This interactive course covers 5 key elements crucial for successful retirement planning:
- Income Planning: How to manage your money after retirement and ensure a steady stream of income.
- Investment Strategies: Smart investment choices for retirement savings.
- Tax Efficiency: Minimizing taxes in your retirement years to preserve wealth.
- Risk Management: Identifying and managing risks to your retirement savings.
- Enjoying Retirement: How to structure your finances to enjoy hobbies, travel, and other passions.
Take Control of Your Retirement Planning
What You’ll Learn
Throughout the Academy, you’ll be guided through practical frameworks for thinking about retirement:
- The Benefits of Converting Your IRA to a Roth IRA
- Identifying the Main Risks to Your Retirement Savings
- Strategizing Your Retirement Income for Comfort and Stability
- Affording and Enjoying Travel, Hobbies, and More in Retirement
Register today to learn what matters most when planning for retirement.
Course Agenda
Section 1: Pre-Retirement Planning
Retirement today looks very different than it did for previous generations. People are living longer, costs are changing, and retirement often lasts decades, not years. As you begin thinking about this next phase, it’s important to understand how your goals, lifestyle preferences, and financial considerations fit together.
This section is designed to help you explore what retirement could look like for you and introduce the broader planning considerations many people face as they prepare for this transition.
This section will explore:
- How people begin thinking about and planning for retirement
- What a purposeful and fulfilling retirement may include
- How staying active and socially connected can influence lifestyle planning
Section 2: Financial Concerns & Considerations
As retirement approaches, many people start asking practical questions about income, expenses, and long-term sustainability. Understanding the financial factors that may impact retirement can help you evaluate your situation more clearly before making decisions.
This section focuses on common financial topics retirees and pre-retirees often consider, including how economic and legislative changes may affect planning.
This section will cover:
- How people typically estimate monthly retirement expenses
- An overview of common income sources, such as Social Security, pensions, and investments
- Understanding how withdrawals may affect long-term planning
- General considerations related to taxes and inflation
- Why rates of return matter over time
- How economic cycles and legislative changes may influence retirement planning
Section 3: Investment Planning Concepts
Investment decisions in retirement are often closely tied to personal goals, time horizons, and risk tolerance. Rather than focusing on specific products, this section provides educational insight into how investment concepts relate to retirement planning.
You’ll learn how many people evaluate their portfolios and think about diversification, risk, and long-term sustainability.
This section will discuss:
- How portfolios are commonly structured and reviewed
- Identifying general strengths and potential gaps in a portfolio
- Understanding volatility, inflation, and withdrawal considerations
- The role of accountability and ongoing review
- An overview of stocks, bonds, and ETFs
- How investment behavior impacts your emotions and decisions
Section 4: Retirement Income Design
One of the biggest transitions in retirement is moving from earning a paycheck to relying on personal income sources. Understanding how retirement income is commonly structured can help you think more clearly about sustainability, flexibility, and risk.
This section introduces general income planning concepts that many retirees explore as part of their planning process.
This section will explore:
- Key elements commonly considered in retirement income strategies
- How multiple income sources may work together
- Why income planning plays a central role in retirement discussions
- Creating sustainable monthly withdrawals
- How to create imperishable income
- Educational insights into Social Security, retirement accounts, and tax considerations
- IRAs, Roth IRAs, and Roth IRA Conversion
- Overview of pensions, required distributions, and inflation-adjusted income planning
Section 5: Understanding Annuities
Annuities are often discussed in retirement planning, but they can be confusing and misunderstood. This section provides general, educational information about annuities, including how they work and why some people choose to explore them as part of a broader strategy.
The goal is to help you understand the basics so you can decide whether further research or discussion is appropriate for you.
This section will cover:
- What is an annuity?
- Common types of annuities and how they differ
- How annuities are sometimes used within retirement income discussions
- Discover the living benefits of some annuities.
- The differences between annuity types
- Important considerations to be aware of when evaluating annuities
Start Learning Today
The Retirement Wealth Academy is designed to help you build understanding before making decisions. Whether you are early in your planning process or actively evaluating options, this course offers a structured way to explore retirement planning concepts in an educational setting.
Meet Your Instructor: Eric Kearney
Experienced. Knowledgeable. Dedicated to Your Financial Future.
Your instructor, Eric Kearney, is an Investment Advisory Representative with extensive experience in wealth management and retirement planning. Eric, along with his team at Retirement Wealth Advisors LLC., will guide you through the complexities of financial planning, helping you make informed decisions to secure your retirement.
- Credentials: SEC Registered Investment Advisor
- Expertise: Income and investment strategies for retirees
- Passion: Helping individuals and families achieve financial peace of mind
Meet Your Instructor and Get Started
Eric Kearney
Investment Advisory Representative of Retirement Wealth Advisors LLC
What’s Included with Your Registration?
Everything You Need to Kickstart Your Retirement Planning
When you register for our Retirement Wealth Academy course, you’re not just signing up for a session — you’re investing in your financial future. Your registration includes all the materials and resources you need to make the most of your learning experience:
- Course Workbook: A comprehensive guide filled with practical tools, worksheets, and essential information to support your retirement planning journey.
- Optional Personal Consultation: After the course, you’ll have the opportunity to schedule a one-on-one consultation to discuss your specific financial needs and create a tailored retirement plan.
Ready to Take the First Step?
