Join our
Retirement
Income
Challenge
This is an interactive challenge – not just a series of webinars – so be prepared to put in the work. You’ll be expected to take part during each session, and also do a little bit of homework each night. But if you are ready for the challenge – and put in the work – you’ll see the results!
Registration is CLOSED
Join the Waitlist!
4 Days. 0 Dollars.
Better Future.
Understand your RISA® profile
We will take you through our Retirement Income Framework and how your beliefs help navigate you through the framework.
Your homework will be to take our Retirement Income Style Awareness® (RISA®) assessment to identify your RISA® profile, and collect the information you will need to complete Day 2.
Complete your funded ratio
We will review the components of a Funded Ratio and provide you access to complete your own Funded Ratio during our live session.
Your homework will be to finish the Funded Ratio
if you could not do so during the session.
Interpret your score
We will review a variety of standard funded ratio outputs to help you interpret your scores. In addition, we will discuss implementation approaches.
Implement your vision
We will review the components of a Funded Ratio and provide you access to complete your own Funded Ratio during our live session.
Your homework will be to finish the Funded Ratio
if you could not do so during the session.
Registration is CLOSED!
Disclaimer
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