Ridgewood-Glen Rock|Local Event
Retirement Planning Boot Camp (3 nights)
Did you know that most people spend more time planning a week-long vacation than they do their retirement?
This boot camp series aims to change that and better position you for your golden years. Upon completion of our 3-class series, you’ll have a good understanding of some of the most common challenges pre-retirees (and even many retirees) encounter.
Our series will cover six key areas:
- Investing: including how to provide an income stream that outlives you
- IRA strategies: rollover options and common RMD mistakes
- Tax planning: knowing the actions you should be taking throughout each stage of retirement
- Healthcare: managing expenses, transitioning to Medicare, and long-term care
- Estate planning: how to prepare for a smooth transition of your assets
- Social Security: how to maximize your benefits
We encourage everyone to attend all three sessions to get the most out of boot camp. However, you can participate in individual classes if your schedule doesn’t permit.
The cost is $60 per couple for all 3 sessions that take place on 3/12/26, 3/19/26, and 3/26/26. To register, visit the Ridgewood Community School website at register.capturepoint.com/reg/cat_program_list_detail.cfm?s=&t=&season_id=18502&program_id=2751712
About the presenter:
Paul Muller, CFP®, AEP®, and the Relationship Manager and Founder of Vision Retirement, an independent Registered Investment Advisor (RIA) that offers a range of retirement planning services, including membership, financial planning, investment management, and tax preparation solutions.As a fiduciary, our mission is to help individuals and families feel more confident about their financial futures, build long-term wealth, and ultimately enjoy a comfortable and stress-free retirement.