Congratualtions!

You have successfully registered for your TWO NIGHT Retire Ready class.

We have sent you an email with your upcoming event information.

This is an educational class and no products will be pitched or sold.
Suitable for both Individuals OR Married Couples.

What You’ll Learn (and Why It’s Essential):

Designing Your Ideal Retirement Plan

Imagine entering retirement with confidence, knowing exactly how much income you’ll have. You’ll create a tailored income plan to ensure you don’t outlive your savings.

Lower Your Taxes and Keep More of Your Hard-Earned Money

What if you could legally reduce the tax burden on your retirement accounts? Learn strategies like Roth Conversions to minimize taxes on IRAs and 401(k)s.

Maximize Your Social Security Benefits

With 500+ ways to claim Social Security, it’s crucial you choose the option that maximizes your income. This class shows you how to get the most out of Social Security – a benefit you’ve earned.

This class is right FOR YOU if…

  • You are looking for real education on the retirement planning topics you need without any sales pitches.
  • You have questions about your financial future.
  • You wonder if you’ll ever have enough saved to retire.
  • You worry about the future of our Social Security system or fear it may go belly up.
  • You are age 50+ and serious about retirement planning.
  • You have a reasonable amount of retirement assets saved, and want to learn wise investment strategies.

2

Nights of class

850+

Prior students

50+

Years of instructor experience

0

High-pressure sales pitches

Class Schedule

Night One

  • The fiscal reality today
  • Get smart with income taxes
  • Social Security strategies

We will provide you with a booklet of the lecture slides and space for you to make your own notes during class. You only need to bring a pen. Married couples who register together will be given one booklet.

Night Two

  • The rising cost of healthcare
  • Stock market volatility
  • Your retirement income planning

Why the $29 Registration Fee Is a Steal:

  • Value: This class offers you knowledge worth thousands of dollars that could change your retirement outlook forever.
  • Low Cost, High Return: For just $29, you’ll receive high-quality education that could result in major savings in taxes, Social Security, and healthcare down the line.
  • No Sales Pitches: Unlike many other retirement courses, we promise no products will be sold – just pure, actionable education.

Meet Your Instructors

Chad Castle, RICP®

With over two decades of experience guiding individuals towards their financial aspirations, Chad understands wealth is not just about money; it’s about dreams, goals, family, and legacy. His approach goes beyond numbers, focusing on dignity and self-reliance.

Jessica Burch, MBA, CFP®

CERTIFIED FINANCIAL PLANNER™

A CERTIFIED FINANCIAL PLANNER™️ professional and co-founder of Winnow Wealth, Jessica has built a reputation as a trusted advisor who is dedicated to empowering individuals – especially women – by helping them navigate their financial futures with confidence and grace. With a background in Tax Accounting, she specializes in providing holistic financial planning services that encompass retirement, investment, tax, and estate planning.