On My Own Membership

INCLUDES:

• Personalized My Next Phase Process
• Complete Retirement Planning Resources

This one-year basic membership package includes all the interactive resources you need to plan on your own. Plus email access to our retirement experts, in case you need a little help now and then.

TeleClass Assistance Membership

INCLUDES:

• Personalized My Next Phase Process
• Retirement Planning Resources
• Five Live TeleClass Sessions, led by a Retirement Expert

This one-year membership includes five TeleClass sessions (conducted via live conference call), designed to assist you through the My Next Phase process.

Teleclass Seminars offer a number of advantages:

• Expert facilitators – you have access to highly-trained non-financial retirement experts, regardless of where you live.
• Flexibility – you can call in from anywhere. You don't have to miss a session just because you're out of town.
• Easy review – we record every session so you can call in for quick reference or to review the complete class.
• Small class interaction – you will learn almost as much from the perspectives and reflections of your peers as you do from the My Next Phase facilitator.
• Step-by-step guide – participants receive specially-prepared PDF guides which explain the stages of the My Next Phase process.

Personal Coach Membership

INCLUDES:

• Personalized My Next Phase Process
• Retirement Planning Resources
• Five One-Hour One-on-One Sessions with a Retirement Expert

This one-year membership includes five personal coaching sessions, conducted via phone. Your coach is a real person – an expert assigned to help facilitate your plan for a personally fulfilling retirement.