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Passport to Retirement
Your "How to" Guide for Financial Success.
This educational course is designated to help you overcome retirement challenges and take action to help improve your financial future.
Why You Should Attend
Are you on track to accumulate the savings you will need to enjoy the retirement lifestyle you deserve?
Procrastination is the biggest reason why people fall short of achieving retirement goals. After completing this course, you'll be ready to start taking steps immediately to help improve your overall retirement picture.
This informative course is designed for educational purposes only. You'll receive dynamic instruction about concepts and strategies — not specific financial products and services. Your instructor will use straightforward language and real-world examples to illustrate important financial information you need to know.
Bonus
Exclusive extras to enhance your learning experience and support your retirement planning journey.
Financial Worksheets
Lay the foundation for a secure retirement with the following:
Expense Analysis
Income Analysis
Personal Financial Statement
Budget Guidelines
Record Keeping Guidelines
One-on-One Meeting
As a course participant, you will have an opportunity to meet with the instructor to review your needs and concerns. This will be your chance to ask specific questions about your personal situation, retirement outlook, and goals. You will also be able to explore strategies that you can implement right away to improve your financial future. This meeting is designed to provide valuable insights tailored to your needs, and there is no obligation to attend.
The Time Is Now To Prepare Today For A More Fulfilling Tomorrow.
Passport to Retirement
You’ll receive a 120-page workbook that will serve as a valuable reference tool for the years to come. It is filled with strategies, worksheets, and descriptions that will reinforce key concepts covered during the course like:
Obstacles to a Successful Retirement
Evaluate Sources of Income
Manage Your Tax Liability
Protect Your Health & Wealth
Choose A Distribution Method
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About Jonda
Jonda has been called “A Trailblazer” and credits much of her success to her parents. She was raised to embrace a fearless approach to truth and defy conventional thinking, which greatly shaped her passion to teach others how to unlock the power of an open mind...
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JondaKnows, Inc. is neither a CPA nor an Attorney. As such, we do not provide tax or legal advice.