ATTENTION: The Iron Point Financial Retirement Planning Today course is designed to help you, whether you plan to retire 20 years from now or have just recently retired. Information you learn in this class can deliver rewards throughout your lifetime.
Hey There, I’m Greg Liszka
Learn How to Build Wealth & Align Your Money with Your Values to Accomplish Your Goals in Life
- Help you create a plan to retire early
- Integrate your finances with your goals & values
- Use new tax law changes to your advantage
- Properly allocate your assets within your employer retirement plan
- Use investment strategies to help minimize risks and maximize returns
- Ask the right questions when evaluating insurance coverage
Online Classroom Instruction
Retirement planning today® is both entertaining & informative. Classroom sessions are instructed by a qualified financial professional who enhances the presentation with stories of real life experiences. Attendees enjoy the interactive lecture format where participation & questions are encouraged but not required.
Course PDFs & Interactive Exercises
This course includes interactive PDF exercises with samples & illustrations, which is yours to keep. It helps you follow along with the classroom presentations.
Written in easy-to-understand terms, these exercises help you learn more about the financial concepts discussed in class, provides a step-by-step process to apply your knowledge & becomes a useful reference tool after the course is complete.
Objective Education
Unlike financial seminars that focus on a specific topic, this comprehensive course helps you see the "big pictrure." It examines many aspects of personal finance & how they can work together to create an integrated retirement plan. This course is educational & non-commercial. No special financial products are discussed or sold.
Optional Consultation
If you have financial questions that are personal in nature or relate to specific financial products, you may arrange to meet privately with me after the course is complete. This consultation is complimentary for class attendees but is not required.
You Went to School to Prepare for Your Career. Now it's Time to Prepare for Your Retirement.
Sign up for the Retirement Planning Today® course today & you’ll learn:
- Strategies to save money on this year's taxes
- 10 retirement planning mistakes and how to avoid them
- How to minimize taxes on your retirement income
“It takes more than money to live a ‘rich life.’
Consider how you would like to spend your time and money during retirement.”
© 2021 Iron Point Financial. All Rights Reserved.
Registered representatives offering securities and advisory services through Cetera Advisor Networks LLC, (doing insurance business in CA as CFGAN Insurance Agency, LLC), Member FINRA/SIPC, a broker dealer and registered investment advisor. Investment advisory services also offered through Vicus Capital, Inc, a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
Neither Cetera Advisor Networks nor its representatives offer tax or legal advice. Please consult your tax advisor or attorney for guidance. While the process of diversifying your assets across multiple asset classes can help to reduce overall risk, it does not eliminate market risk altogether.
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