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Financial Course for Adults on Professional Retirement planning  Strategies

Getting Ready for Retirement™​

Course Summary

Financial Strategies

The financial landscape is always changing. ​ New tax laws are taking effect, the stock market is experiencing unprecedented volatility, and the cost of healthcare is rising.

Now, more than ever, it is important to have sound financial strategies in place to ensure a successful retirement.

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Learn How To:

  • Create the Retirement of Your Dreams
  • Avoid Running Out of Money in Retirement
  • Define your Financial Position for Retirement
  • Minimize Taxes on Your Investments
  • Maximize How You Save for Retirement
  • Reduce Tax on Required Minimum Distributions
  • Determine How Much Money You’ll Need to Retire
  • Establish Clear Goals and Objectives to Stay on Course for Retirement
  • Reduce or Eliminate Taxes, Delays, Expenses, and Legal Challenges
Class Schedule

Textbook Included

This course features classroom-style instruction that encourages questions and a textbook with examples and interactive material that is yours to keep.

Comprehensive Plan

Discover “Big Picture” strategies that give you the opportunity to learn about the many aspects of retirement planning and how they work together to build a successful retirement plan.

Professional Tools

Learn tools used by professionals: classes are led by a CERTIFIED FINANCIAL PLANNER™ who fills the presentation with valuable information in addition to real-life examples.

Private Consultation

A complimentary, private, one-on-one consultation is optional for those who have questions that are more personal in nature. This consultation is only available for class attendees but is not required.

Request the official Getting Ready for Retirement™ Course Catalog to get all the class details for this semester.

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Course Outline

I. Build the Foundation

Whether your objective is to build a nest egg, protect your assets or preserve your standard of living throughout retirement, this course will help you plan your future with confidence. Retirement Planning should begin as early as possible, but it’s never too late to start. Most people have a clear picture of what they want their retirement to look like, but many are not confident that their current plan can make it happen. This section is designed to reveal the strategies you need to build a foundation for your retirement goals.

II. Analyze Retirement Spending

Do you know what it would take for you to retire today? People like you are retiring earlier and living longer, which requires more financial planning and resources to ensure you don’t outlive your money. This section will give you the specific tools to learn how much you’ll need to retire, plan ahead for inflation, and learn how to avoid running out of money.

III. Professional Strategies

Even though Americans enjoy one of the highest per capita incomes and standards of living in the world, many find that they are unable to retire when planned or end up living their retirement years on incomes below the poverty level. This section will provide the tools and strategies to help improve your cash flow, manage multiple cash accounts, eliminate bad debt and utilize compound earnings to potentially double your money.

IV. Work with Tax Laws

Taxes affect almost every aspect of personal finance. One major retirement mistake is not using tax laws to your advantage. Here you will discover strategies to make today’s tax laws work with your retirement plan and learn how to keep more of what you earn.

V. Find Additional Income

Proper planning in years leading up to your retirement can make all the difference in the world. In this section you will learn the difference between IRAs and Roth IRAs, discuss different types of employer-sponsored plans, and more. You will identify many potential sources of retirement income as well as discuss opportunities to maximize retirement savings.

VI. Plan for Withdrawal

Upon retirement, you will be tasked with making crucial financial decisions about your retirement plan. In most cases, these decisions are irreversible and will affect the rest of your life. Here, we will discuss how to take money out of retirement plans to help you achieve your financial goals.

Learn About Your Instructors

Retirement Planning Instructors

Josh Strittmatter, CFP®, CRC®, REALTOR®

Business Owner, Personal Wealth Manager, and Investment Specialist
Read More About Josh

Kelly Buchfink, CFP®

Personal Wealth Manager and Operations Executive
Read More About Kelly

three Locations to Choose From

Taught at a Respected College Near You

For your convenience, our courses are featured at several local area colleges and campuses in the DFW area. Check the colleges below to see what’s offered near you!

University of Texas at Arlington Campus

University of Texas at Arlington

Located in the heart of the DFW metroplex off I-30 and Cooper, UTA Continuing Education offers courses to help you prepare for your next career move, to grow personally or professionally, or to simply transform your future.

Tarleton State University Fort Worth Campus

Tarleton State Fort Worth Campus

Southwest of Fort Worth just off Chisolm Trail Parkway, Tarleton State University’s Fort Worth Campus provides flexible and cost-effective learning for those who wish to develop personal and professional potential.

Tarrant County College South Campus

Tarrant County College South Campus

 Located directly south of downtown Fort Worth off I-20, Tarrant County College South Campus offers a wide range of courses that provide personal enrichment, lifelong learning, and basic skills for local residents.

Is This Class for You?

This course has valuable information for everyone. We discuss the many ways to save for retirement and the advantages of each. You will learn how to potentially save money on taxes, help manage investment risk and protect your assets from potential long-term health care expenses. Most importantly, this course shows you how to assess your current financial situation and develop a personalized plan to pursue your retirement goals.

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What Our Students Say

Student Testimonials

"I thought I was ready for retirement before taking this course, but now I am confident I am ready. The course instructor was very knowledgeable and was able to answer all of my questions. I highly recommend this class for anyone wanting to retire with confidence!"
Tim Butterfield, AledoCourse: Getting Ready for Retirement™
"After my husband passed, I felt confused and overwhelmed with what to do for my children and grandchildren to make sure that I wasn't a burden on them. This course helped me decide on the right estate planning tools so that at the time of my death, my family would be taken care of. I can't stress enough how important this course is. My only regret is not taking it sooner!"
Debbie Kurz, Flower MoundCourse: Wills, Trusts & Estate Planning™
"When my husband and I took this course, he was one year away from retirement. Everything we learned in the course we were able to apply immediately and made his retirement that much better. Some of our friends and family have taken this course as well, and have found it to be invaluable."
Kerry Batterman, Grand PrairieCourse: Getting Ready for Retirement™
"My wife and I attended this course at the local college to make sure our wills were in order. We gained so much more than expected from this class! The instructors made the topic of estate planning relatable and understandable. We left the course feeling empowered and armed with the knowledge we needed to plan our estate with confidence."
Lew Flowers, BurlesonCourse: Wills, Trusts, & Estate Planning™

We Will Help You Every Step Of The Way

This course shows you how to assess your current financial situation and develop a personalized plan to pursue your retirement goals.

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Request the official Getting Ready for Retirement™ Course Catalog to get all the class details for this semester.

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Financial education is our passion. At Strittmatter Financial Education, we offer classes through local universities and colleges from Retirement Planning, Estate Planning, Social Security Optimization, and more. Choose a topic below to get started today.

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