This No-Cost Retirement Planning Workshop is for Pre-retirees, Retirees, and Social Security Recipients...

HOW TO ENHANCE YOUR RETIREMENT SECURITY...

AND NOT OUTLIVE YOUR MONEY

Attend our NO-COST Workshop To Learn How to Protect Your Assets & Livelihood Through Retirement!!

First Name:

Last Name:

Phone Number:

Email Address:

Number of Tickets:

I agree to terms & conditions provided by Retirement Fundamentals. By providing my information, I agree to receive workshop-related reminders.

Retirement Planning - Workshop

Where:
The Flying Pickle

1135 N Hickory Ave Suite 110,

Meridian, ID 83642

When:

Tuesday, February 4th

6:30 PM

Presenting Your Host: Jonathan Carroll

Coalition of Licensed Retirement Educators

Jonathan Carroll


Jonathan served as an accountant on both individual and business accounts over the course of twelve years before being invited to join Legacy. His steady demeanor and thorough approach has made him a foundational asset to his clients. Uniquely awarded Most Valuable Mentor at Legacy in 2015, Jonathan was asked to manage a team and was later recognized as the most talented team lead of 2016. Jonathan was raised in Beaverton, Oregon, and received his BA in Accounting from Portland State University after a two-year mission in Argentina for his church. He moved his marvelous wife, Krista, and five children to Boise, Idaho in 2011 where they are very active in their church, and he enjoys coaching youth soccer.

What You Will Learn In This NO-COST Workshop:

Safeguard & Maximize SSI, Pensions, & Savings

How to optimize Social Security, Pensions, and the life of your savings.

Investment Bucket Strategies

How to create a robust bucket plan with your investment portfolio.

Create YOUR Own Comprehensive Plan

How to create your own plan for withdrawals, investments, taxes +

What is Retirement Fundamentals?

Retirement Fundamentals is a coalition of experienced retirement professionals throughout the U.S. that are passionate about educating pre-retirees and current retirees.

Traditional retirement “planning” consists of a stack of statements, a diversified pie chart, and social security benefits. This workshop will teach you how to create your own 21st Century Retirement Plan.

The class is designed to provide individuals who have recently retired or will be retiring in the next 15 years with accurate and up-to-date retirement education. Retirement Fundamentals was created because of that lack of proper financial education on all areas of retirement. 

Is there a fee?

There is no fee or charge to any of our workshops. We are set on serving communities and education for all.

How long is the workshop?

Retirement Fundamentals is delivered in a classroom style format in 1 hour or less.

Who sponsors the event?

Retirement Fundamentals does not promote or endorse any specific product or company, and no selling is allowed.

Retirement Fundamentals workshops are for general, non-commercial, education only and are not intended to be construed as tax, legal, or financial advice.

Course attendees should seek professional advice from their financial or tax professional before applying strategies taught or discussed in the course. Our instructors are licensed and trained retirement and/or insurance professionals. These courses are held all around the country at universities, libraries, and community centers.

Join Us For This NO-COST Workshop...

...And Find Out How THOUSANDS Of Retirees, Who Are Just Like You, Are THRIVING With Their Customized Retirement Plan!

This NO-COST Workshop Creates

A Comprehensive Retirement Plan Tailored Just For You!

5-Star Education


Have met with them. We are just starting this retirement thing. They are so knowledgeable and helpful. Thank you.

Jim D.