5-Steps to Retire With Confidence
I am hosting a live, virtual class for professionals who are within a few years of retirement. Before I share the details, I want to be clear: this is an educational class. Nothing will be pitched, and nothing will be sold. Class is in session, and the goal is simply to give you a better framework for your financial decisions.
Many successful people reach retirement with accounts scattered across banks, 401(k)s, and brokerages. They have saved well, but they realize they don't actually have a coordinated plan. The result is anxiety—worrying about running out of money, paying too much in taxes, or making a major mistake right at the finish line. You end up with a collection of accounts, but no real architecture for dependable income.
This class is for you if:
•You are within 1 to 10 years of retirement (or recently retired).
•You want to know if you can retire comfortably without running out of money.
•You are tired of generic financial advice and want a written plan, not guesswork.
•You want straight answers and expert strategy, not a financial sales pitch.
You will walk away with the "Retirement Income Architecture" framework. You will learn the exact questions you need to ask to coordinate your investments, tax strategy, and Social Security timing. The goal is to give you the confidence to know whether your current financial pieces are actually working together to protect your lifestyle.
I am Chris Longworth, also known as The Money Professor. I am a Nationally Certified Financial Education Instructor and the host of The Money Professor Radio Show. My philosophy is simple: education is the key to financial planning success. I teach first, diagnose second, and help successful professionals build a financial architecture designed to last.
Topic: The Retirement Confidence Class
Format: Live Virtual Masterclass (Zoom)
Cost: 100% Free (Educational only)
I look forward to seeing you in class.
Best,
Chris Longworth
The Money Professor
The Financial Education Group, LLC