Advanced Teleclass: “Assisted Next Phase Planning”
An in-depth class, consisting of five individual sessions, designed to assist you through the My Next Phase process. Led by one of the resident My Next Phase retirement planning experts, this TeleClass covers the following topics:
- Introduction and Overview
- Understanding Yourself
- Balancing Your Life
- Exploring Your Options
- Redefining Your Role and Next Phase Tools
It’s amazing how much a little discussion can aid in the planning process. You can certainly get through the process without the TeleClass, but some people simply like getting a little help.