If we mutually agree it makes sense, we’ll meet 1:1 in my proprietary Simple Retirement
hybrid virtual format once a week for three to four weeks.
What the heck is a hybrid virtual format? We’ll combine the latest virtual technologies (e.g. Zoom, Facetime, screensharing etc.) with “old school” physical workbooks and exercises.
In other words, we’ll use the latest technology and my custom retirement planning syllabus/workbook to review together main points and various exercises, questions, and forms I’ve created after crafting thousands of individual retirement plans.