Course Description

This financial course offers real world strategies and methods designed for those ages 45 and up who are preparing for retirement or are in the early stages of retirement, using surprising similarities and comparisons from the classic movie "The Wizard of Oz". This course is designed to take the confusion out of retirement planning and Empower You to understand your finances and design a plan based on sound principals and safe practices. This course will show you how to clearly define your own retirement objectives and goals and equip you with the knowledge and tools necessary to put your plans into action. Upon completion you will know how to properly allocate your assets, accurately devise a plan for income that will last throughout your retirement, and take advantage of little known tax tips and strategies that will help you achieve your goals with the least amount of taxes owed to Uncle Sam.

What You Will Learn


  • How to establish retirement goals & objectives based on your risk tolerance
  • How to maximize your cash flow
  • How to avoid the most common financial mistakes
  • How to optimize your asset allocation to minimize risk of loss
  • Why paying off your mortgage early might be a bad idea
  • How to use banking strategies to become your only banker
  • How to use current IRS tax codes to create a Tax Free Retirement
  • How to generate predictable and reliable income for life


Tution Includes

  • Course Workbook & Handouts
  • Asset Review Forms
  • Risk Tolerance Questionnaires
  • Free Personal Strategy Session



All course attendees will automatically receive a FREE Membership to the American Financial Education Alliance (AFEA) where you will gain 24/7 access to the following:

  • A Personal Dashboard – Multiple Financial Tools at your Fingertips
  • Personal Calendar: Schedule of Upcoming AFEA Events & Classes
  • 48 Financial Calculators: including Social Security Benefits Estimator, Roth IRA Calculator, 15 / 30 Year Mortgage Comparison Calculator, Home Budget Calculator and Many More.
  • Training Videos - AFEA On Demand brings you financial training videos that you can watch at your leisure reinforcing the topics and strategies taught in the class in and Easy to Understand Format
  • Free Personal Financial Coaching - Direct Access to a Personal Financial Coach via Direct Messaging for financial questions and concerns that may arise now or in the future. Because Life Happens.
  • AFEA’s E-newsletter - up to date financial news, tips and advice to keep you on the road to financial success
  • Free Downloads of Popular Periodicals & Reports:
    • Earnst & Young LLP: Retirement Vulnerability of New Retirees
    • Rex Voegtlin: The Top Social Security Misconceptions
    • The Wharton School of Business: Retirement Security and the Financial and Economic Crisis
    • Putnam Institute: Optimal Asset Allocation in Retirement
    • Center for Retirement Research as Boston College: The Social Security Claiming Guide
  •  AFEA Discount Perks & Rewards Program – AFEA believes that Saving Money is a key element of any successful financial plan! When you save money on the things you use and purchase everyday you are better positioned to accomplish your retirement savings goals. Just for attending this course you will gain access gain access to $4500 in local and national discounts for only a $20.00 donation per year. 


Who Should Attend

  • Individuals and couples between the ages of 45 and up wanting to gain more knowledge and training to help maximize their retirement years
  • People who simply want to better understand what they already have in their portfolios
  • Anyone who is not 100% sure they will have a good retirement


Information and Disclosure About AFEA

AFEA, The American Financial Education Alliance, is recognized by the  IRS as a 501(c )3 Non-profit charitable organization that provides  educational workshops and classes in businesses and universities  nationwide. Our Instructors are licensed and trained financial  professionals with a minimum of 5 years of real world experience in  their field. They have been pre-screened and required to pass a series  of training sessions on how to properly educate in a Not For Profit  setting before becoming a Chartered Speaker and Instructor with AFEA.  AFEA courses and workshops do not promote or endorse any specific  products or companies and no selling is allowed. AFEA educational  workshops and courses are for general education only and are not  intended to be construed as Financial Advice. Attendees should seek the  assistance of a financial or tax professional familiar with the course  to implement any of the ideas and strategies taught in the course.