What You'll Cover in the READY TO RETIRE Online Course

This course is designed for anyone seeking to understand their retirement options better. Whether you're nearing retirement or just planning ahead, our course will provide you with valuable insights that will help you make the best decisions for your future. 

Through this comprehensive course, you'll gain a clear, step-by-step understanding of how to prepare financially, emotionally, and strategically for your dream retirement---in just 5 weeks.

Plus, you'll receive a complimentary downloadable workbook packed with checklists, worksheets, calendars, and prompts to help you stay organized and take inspired action every step of the way.

Plan your future with clarity and confidence as you work through five focused modules and answer the most critical retirement questions. 

Module Overview:

1. What sources of income do I have for retirement?

Evaluate what you've accumulated and how to maximize strategies in preparing to retire; including employer plans, savings, and Social Security - PLUS! Explore options for EARLY retirement! 

2. What is my budget, really? 

Create a sustainable retirement budget with simple worksheets & a straightforward expense exercise with helpful tips on anticipated added and changing expenses when transitioning to a new lifestyle of retirement. 

3. How to utilize life insurance in retirement? 

Understand the difference between common policies for asset and family protection, but also how to leverage life insurance for estate planning and tax-free income.

4. How to protect my legacy and family?

Learn how to safeguard your family’s future, from key estate planning documents everyone should have up to advanced strategies to help with taxes and asset transfer.

5. How can I pay less in taxes?

Discover often overlooked tax strategies for income-earning years through retirement to help you save money on taxes and consider major tax events.

What You'll Get with This Course:

➤ Lifetime Access to the Course Material ⌛

Once you're in, you're in. This material is yours to review at your own pace and revisit as needed. 

➤ Step-by-Step Learning Materials 📝

Clear, actionable guides, worksheets, calendars and checklists all in one downloadable workbook to help you keep everything in one place as you clarify your financial picture and master the main aspects of your retirement planning.

➤ Bite-Sized Instructional Videos ▶️

Engaging, easy-to-follow videos that simplify complex financial concepts and prepare you to take informed action.

➤ Mobile-Friendly App 📲

Access the course anywhere, anytime with our mobile app to help you stay on track wherever you are. 

➤ 100% Money-Back Guarantee 💎

We’re confident this course will provide you with the tools and knowledge you need to take meaningful steps toward your retirement goals. However, if you’re not satisfied, you have 7 days to request a full refund. Simply demonstrate that you’ve engaged with the course by completing the first two modules and provide copies of the associated exercises, and explain why it didn’t work for you. Your satisfaction is so important to us, and we want you to feel confident in your investment.

➤ Your Participation Supports a Meaningful Cause ❤️

Did you know? Melissa donates 10% of all course proceeds to the Omaha ICU at Children’s Nebraska Foundation, where her son spent three months when he was just 7 years old and the dedicated staff saved his life in what was declared a medical miracle.

This investment in your own future also helps support children and families in need. 

Your Dream Retirement Starts Here!

Imagine a Retirement Secured with Informed Decisions for Your Future

Address your retirement with a comprehensive plan at a fraction of the cost of hiring individual financial professionals. By enrolling in this course, you'll save thousands compared to traditional financial planning fees and avoid the countless hours and hassle of oordinating with multiple advisors.

Learn from the comfort of your own home and work at your own pace, all with professional guidance by a CERTIFIED FINANCIAL PLANNER® PROFESSIONAL.

Your investment gives you lifetime access to professional guidance, knowledge and actionable tools to confidently plan your retirement—decreasing the stress of figuring it out on your own.