Complimentary Online Course
for Those Who Want to Live Comfortably in Retirement
Retirement Planning in Today’s Economy
Experienced financial advisor reveals how clients are building a thriving retirement plan in order to help maximize the impact of their retirement strategy.
You, too, could plan an enjoyable retirement using these easy-to-follow principles from the comfort of your home.
Register today and you'll receive our value-packed 164-page workbook.
In This Training You Will...
✔️ Discover 3 steps to creating an income plan, and the tools at your disposal to make sure your income lasts as long as you need it to.
✔️ Understand risk and what it means for you, and how market volatility can trigger emotional reactions.
✔️ Learn which “Old World” misconceptions about money limit many retirement plans today.
✔️ Find out strategic methods for taking income from all your accounts (401Ks, IRAs, 403b’s, ROTHs, etc.) to help reduce taxes owed to the IRS.
It’s Never Too Late To Start Planning Your Retirement.
There’s Still Time To Make A Difference!
Planning for retirement can be overwhelming. We make the process simple and show you how to potentially avoid common, often costly, mistakes.
This online program has been tailored to provide you with the insight you need to avoid potential pitfalls when planning for retirement. You'll also gain access to strategies you could use to make strides in the right direction.
Gain the right knowledge today to create a well-planned retirement for tomorrow.
Learn from our professional advisors and leave with the confidence to build a rewarding retirement.
Don't wait to create your retirement plan! With our online program, you'll have the ability to have your questions answered and receive additional knowledge to help achieve your retirement goals.
You will also have the opportunity to schedule a one-on-one consultation with your advisor following the completion of the program.
Your Complimentary Workbook
When you register for this online program today, you'll have access to a comprehensive 164-page workbook to use as a resource.
The workbook contains all the content that is covered in the online course and will be an invaluable resource to continue your retirement planning journey.
Start Your Journey Toward A Stress-Free Retirement Today
Register Today for this Free Online Training
Normal Price $59 - Join Now!
This live online course is easy to join and completely secure!
Once you register, you'll receive an email with immediate access the course.
Your Instructor - Sean P. Lee, MSFS
Since 2002, Sean has helped families reach and maintain their financial goals. As a trusted advisor, he coaches and assists his clients with those goals by focusing on the fundamentals and taking a practical and personal approach when working with them. He thoroughly educates his clients about the ins and outs of each of their financial decisions to help create and execute a material financial plan
Sean has been recognized by Utah Business magazine as one of the Top 40 Under 40 professionals in Utah as well as by Fidelity Investments for Fiduciary Excellence. He was also selected as a finalist for Advisor of the Year from Retirement Advisor magazine and has been featured in The Wall Street Journal's Market Watch, the Deseret News, The Salt Lake Tribune and USA Today.
As an Investment Advisor Representative with Elevated Retirement Group, Sean is held to the highest fiduciary standards, making investment recommendations in the best interests of his clients, and always operating in an ethical manner. Sean is also a licensed life and health insurance professional, permitting him to recommend and utilize life and long-term care insurance solutions as part of each client's comprehensive financial plan.