WHAT YOU GET WHEN YOU REGISTER
The "New Retirement Rules class is informative and entertaining. When you participate in the class, you will receive a textbook and a series of essential reports.
These reports include:
* A Social Security Maximization report which will provide you with customized Social Security collection options
* A Fee & Drawdown Analysis report. This report will show you the historical drawdown risk in your portfolio as well as confirm the current level of internal fees you are paying in your investments.
* An IRA and 401(k) Tax Analysis report. This report will show you potential tax savings strategies to consider for your IRA and 401(k) holdings.
* A New Retirement Rules Income Sourcing Map. This report will illustrate retirement income options and sources to you.
* A New Retirement Rules Asset Allocation Map. This report will show you how to allocate assets to achieve your desired retirement income.
These reports are developed interactively during the class. You will NEVER be asked to share any personal information with Mr. Alpert.
At the conclusion of the class, attendees will have a comprehensive retirement plan.
MEET JOSH
The class instructor is a financial industry veteran of 23 years, Josh Alpert.
Mr. Alpert is the author of the #1 Amazon Best Seller Retirement Rules For Today's Economy.
Mr. Alpert has been a frequent contributor to a multitude of national media publications including Forbes Magazine, MSNBC, Chicago Tribune, US News and World Report and countless others.
Mr. Alpert has spoken to thousands of seminar and financial event attendees on the topics of retirement and personal finance.
Outside the office, Mr. Alpert is a bronze sculptor, an avid golfer and bowler, an advanced collector of vintage sports cards, and loving uncle to his two young nephews (who both claim to be the best at Uno).