Retirement Success Masterclass
$199
Take Control of Your Financial Future
Your Path to a Better Retirement
Whether you’re approaching retirement or already living it, this masterclass will equip you with actionable insights to navigate every stage of the journey.
Premium Content
Carefully crafted to provide in-depth coverage of critical and advanced retirement planning strategies.
180+ Opportunities
Unpack 180+ of planning opportunities guided by our checklist-driven approach.
Decades of Experience
This course was designed by professionals with some of the most respected designations in the industry (CFP®, CPA, CFA) managing nearly $400mil in assets.
ACTIONABLE STRATEGIES
Invest in Your Future
Whether you’re a financial novice or a seasoned guru, this course is tailored to empower you with clear, actionable planning strategies.
Write your awesome label here.
What You'll Learn
Planning Strategies
A financial plan is the cornerstone of a successful retirement.
Investing in Retirement
Find out what it means to build a world-class investment portfolio.
Tax Optimization
Our in-house professionals share how to keep more of what's yours.
Estate Planning
A well-designed estate plan protects your legacy for the people you love.
Lifestyle Protection
Understand how disability, long-term care, or death may impact your plan.
Charitable Giving Strategies
Strategies to help your wealth make an impact.
Instructors & Contributors
Christopher Devlin, CFA
lead instructor
Chris has a passion for financial advising and investment management. He graduated from Penn State in 2007 with a degree in Nuclear Engineering.
Matthew Turner, CPA, CFP®
Tax expert
Matt serves as a Wealth Advisor and subject matter expert in Taxation. He works with Selective’s advisors to produce optimal tax outcomes.
FAQ
Frequently Asked Questions
What makes this course unique?
This masterclass offers a deep dive into critical areas of retirement, led by professionals with decades of experience. It goes beyond basic information, offering actionable strategies and advanced insights to help you plan effectively and avoid common pitfalls.
Can I revisit the material after I complete the course?
Absolutely. You can revisit the lessons, tools, and resources at any time to refresh your knowledge or adjust your plan as your situation changes.
Who is the course designed for?
The course is ideal for anyone approaching retirement or already retired, regardless of their financial background. Whether you’re a beginner looking to build a solid foundation or an experienced individual refining your strategy, this course will provide valuable insights.
How long does the course take to complete?
The course is self-paced, allowing you to complete it on your own schedule. Most students can complete it in a few weeks.
Achieve your goals
Retirement Success Masterclass
Offer EXPIRES nov 30th, 2024
$199
Created with
