★★★★★
"I recently completed a retirement masterclass and couldn't be more pleased with the experience. The teacher was incredibly knowledgeable and engaging, making complex topics easy to understand."
JS
Julie S.Attendee
Live Online · Two Sessions
The Retirement Masterclass™
An educational approach to financial knowledge.
We believe that sound financial planning is rooted in education. That's why at The Retirement Masterclass™ we offer virtual retirement workshops. These comprehensive events are sponsored by local universities and community centers and cover all aspects of retirement planning. With unique events focusing on Social Security, Taxes, and Successful Retirement Strategies, there's something for everyone. Our goal is to help to ensure you enter your retirement with your best foot forward.
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Testimonials
Hear What Our Class Attendees Think
★★★★★
"I have attended a few retirement seminars and found the quality of information and format to exceed any I had previously attended. It truly is educational, and not a sales presentation."
JS
Jory S.Attendee
★★★★★
"These folks are outstanding. Not only was the Masterclass practical, informative, and professional, but the individual follow-up session was even better."
KD
Karen D.Attendee
★★★★★
"Demo card — for testing the carousel arrows only. Remove before client review."
QA
Demo CardNot real content
What to Expect
What We Cover in This Class
Social Security
When to file, how to maximize your lifetime benefit, and avoid common penalties.
Tax Planning
How to lower taxes on your retirement income — now and in future years.
Investments
How investing during retirement is different from your working years.
Income Planning
Build a paycheck-style income stream that covers your essential expenses.
Legacy Planning
Pass your wealth to family or causes you care about, with minimal tax drag.
Session Preview
What's Covered Across Both Sessions
"Most people must make crucial decisions about their retirement plans when they retire. In many cases, the decisions cannot be reversed."
Lifestyle & Retirement Planning
What do you want to do in your retirement? Travel? Volunteer? Continue to work? Pursue hobbies? To financially prepare for your retirement, you need a clear idea of your retirement and lifestyle goals. This course will begin with quick, individual exercises to help you start thinking about non-financial retirement planning. Today, many pre-retirees see themselves living their retirement years in a much different way than their parents did. As a result, the entire planning process has changed. A more dynamic and progressive approach is explored throughout this course.
- Retirement Years Are Unique to Each Couple's and Each Individual's Retirement
- Financial Independence
- The Way People Used to Think of Retirement
- Present Day Retirement
- Today's Retirement Opportunities
- Life Planning for Retirement
- Questions to Consider
- Examine Your Life
- Planning for the Future
- The Essential Basics
- Realistic Expectations About This Course
Fixed & Variable Retirement Expenses
Needs vs expectations? The average American will retire at age 66 and live until nearly 79. However, for many, retirement will last much longer than 13 years. This course will help you understand how much money you will need to retire in the future. If you are approaching retirement, we explore whether you can retire today based on the annual income you desire.
- Inflation and Purchasing Power
- Historical Rates of Inflation
- Inflation and Income Taxes
- Retirement Expectations
- How Much Will You Need to Retire?
- Life Planning for Retirement
- When Can You Retire?
Debt Management & Tax Planning
In this section, we identify some of the biggest retirement planning mistakes and how to avoid them. We will also go over a guide to successful retirement. The highlight of this section is strategies for saving money on this year's taxes.
- Avoiding financial mistakes
- Debt Management
- Types of Debt
- Taxes
- Tax Terms
- 2022 Federal Income Tax Tables
- Tax Strategies
- Taxable Investments
- Investment Tax Rates
- Accounts with Tax Advantages
Sources of Retirement Income
This section will cover many ways to save for retirement. We will discuss advantages and disadvantages. We will discuss whether converting a Traditional IRA to a Roth IRA is in your best interest, and what the best plan of attack is for your personal situation. Lastly, we look at Social Security benefits as well as employer-sponsored retirement plans and discuss the important choices you must make.
- Social Security, Pension Plans, 401(k), 403(b)
- Defined benefit and contribution plan options
- Lump sum vs. IRA transfer
Distributions from Retirement Accounts
This section addresses the crucial decisions needed for your retirement plan in further detail. We will discuss strategies that allow you to take money out of your retirement plans while maintaining financial flexibility during retirement. Overall, we will cover retirement plan distribution choices to help you make an informed decision. You will also learn strategies to minimize taxes on your retirement income and avoid tax penalties of up to 50%. Finally, we explain rules for early access to your retirement funds.
- Defined Benefit Plans (Options)
- Moving Your Retirement Assets
- Stock Market Indexes
- Company Securities in Retirement Plans
- Defined Benefit Plans
- Annuity Income
- Retirement Distribution Comparison
- In-Service Withdrawals/Distributions
- Required Minimum Distributions
Investments
This is the most extensive section of this course. Here we discuss cash accounts, stocks, bonds, mutual funds, exchange-traded funds, individually managed accounts, tax-deferred accounts, tax-free accounts, taxable accounts and important considerations before investing. Risk management strategies will be carefully addressed.
- Cash Accounts and Equivalents
- Bonds
- Bond Interest Rates
- Stocks
- Stock Market Index, Categories, and Terms
- Employee Stock Options
- Mutual Funds
- Exchange-Traded Funds (ETFs)
- Real Estate Investment Trusts (REITs)
- American Depository Receipts (ADRs)
- Investment Risks
- Effective Strategies to Mitigate Risk
- Asset Class Returns
- Percent of Active Managers Under-Performing the Index RI
Risk Management & Asset Protection
Carrying over from Investments, we will discuss ways to protect you from a large financial loss prior to, or during retirement. We investigate many aspects of long-term health care including: Will you need it, how much it can cost, who should have it, and what are your alternatives? We will touch on the different types of life insurance, and discuss how to select the correct insurance so you and your family have ample coverage in the case that an income-earner passes away. We will discuss healthcare needs, disability, along with annuities and their positive and negative attributes.
- Property and Casualty Insurance
- Disability Income Insurance
- Health Insurance
- Medicare Insurance Premiums
- Medicare Part B
- Medicare Trends
- Long Term Care (LTC)
- Introduction to Life Insurance
- Needs and Benefits
- Categories
- Comparison
- Survivorship Life
Legacy/Estate Planning
Planning your legacy isn't just about money. It involves personal decisions that affect you, your family, and loved ones even while you are still living. Recent tax law updates show legacy planning is ever-changing. We discuss how to plan for today and for your future. You learn strategies and techniques to minimize or eliminate gift and estate taxes, income, expenses, delays, legal challenges, and a shortage of liquid assets following your death. We also address healthcare elections, power of attorney, living trusts, beneficiary designations, business continuation, probate, as well as other important topics.
- Estate Planning Objectives
- Planning for Incapacity
- Transfer Taxes
- Estate Planning Basics
- Additional Planning Strategies
- Types of Property Interests.
- Guide to Successful Retirement
FAQs
Frequently Asked Questions
What happens to my information once I register?
Your privacy is important to us! Your information is securely shared only with the presenter of The Retirement Masterclass™. We will never sell your information!
Who are the presenters of The Retirement Masterclass™?
Our presenters are from your area and live in your community. The presenters are Certified Financial Planning professionals who hold their CFP® designation and are held to the fiduciary and ethics standards of the CFP® board. They have been educating local residents for years if not decades on planning for retirement. They often have a private planning practice.
How much does The Retirement Masterclass™ cost?
The Retirement Masterclass™ costs $69.99 per registration or couple. We do not charge extra for a spouse or friend to attend. The $69.99 goes towards the workbooks and materials that go along with the class. Workbooks will be sent via Fedex AFTER completion of the first session. They are not needed for the classes. The workbooks are a separate resource for your use outside of these classes. They contain worksheets that you can complete if you like, but these will not be used for class.
Why does the presenter teach at such a low cost?
Our presenters value and enjoy educating their local communities, and The Retirement Masterclass™ is a way for them to give back. Occasionally, attendees may request help with their retirement planning outside of the class; however, your attendance at any of our classes in no way obligates you to engage the presenter in any service.
Is this retirement workshop for me?
If you are approaching retirement or already retired, the course will have material to appeal to various situations.
How long is the class?
Day 1 and Day 2 are each 2 hours long.
Is The Retirement Masterclass™ associated with the IRS, SSA or any other government organization?
No, we are an independent entity.
Step 1 of 6 · Choose Session
Pick the session dates that work for you — choose one option in each group below.
Step #1: Select Session 1 Date
Step #2: Select Session 2 Date
In This Class, You'll Learn How To:
- Reduce taxes on retirement income.
- Maximize Social Security benefits.
- Structure your investment portfolio for retirement.
- Create a reliable income stream that lasts.
- Avoid running out of money in retirement.
Upon Purchase, You Will Receive:
- Registration to The Retirement Masterclass™.
- Access to a live Q&A with a CFP®.
- Two class workbooks mailed directly to your door.
- Optional 1-on-1 session with your CFP® instructor.
- FREE guest ticket for a spouse or friend.
Team@TheRetirementMasterclass.com {{class.supportEmail}}
(949) 340-1706 {{class.supportPhone}}
Watch the Overview
See What You'll Learn From Your Instructor
As Featured In
Meet Your Instructor
—
{{class.adviserName}}
{{class.adviserPhoto}}
is an experienced financial planning professional with expertise in wealth management, retirement planning, tax optimization, insurance planning, and estate planning.
He has worked with high-net-worth individuals, business owners, and young professionals to develop customized financial strategies aligned with their short-term and long-term objectives.
believes in educating clients and building lasting relationships based on trust, transparency, and informed decision-making.
{{class.adviserBio}}Testimonials
Hear What Our Class Attendees Think
★★★★★
"I recently completed a retirement masterclass and couldn't be more pleased with the experience. The teacher was incredibly knowledgeable and engaging, making complex topics easy to understand."
JS
Julie S.Attendee
★★★★★
"I have attended a few retirement seminars and found the quality of information and format to exceed any I had previously attended. It truly is educational, and not a sales presentation."
JS
Jory S.Attendee
★★★★★
"These folks are outstanding. Not only was the Masterclass practical, informative, and professional, but the individual follow-up session was even better."
KD
Karen D.Attendee
★★★★★
"Demo card — for testing the carousel arrows only. Remove before client review."
QA
Demo CardNot real content
What to Expect
What We Cover in This Class
Social Security
When to file, how to maximize your lifetime benefit, and avoid common penalties.
Tax Planning
How to lower taxes on your retirement income — now and in future years.
Investments
How investing during retirement is different from your working years.
Income Planning
Build a paycheck-style income stream that covers your essential expenses.
Legacy Planning
Pass your wealth to family or causes you care about, with minimal tax drag.
Session Preview
What's Covered Across Both Sessions
"Most people must make crucial decisions about their retirement plans when they retire. In many cases, the decisions cannot be reversed."
Lifestyle & Retirement Planning
What do you want to do in your retirement? Travel? Volunteer? Continue to work? Pursue hobbies? To financially prepare for your retirement, you need a clear idea of your retirement and lifestyle goals. This course will begin with quick, individual exercises to help you start thinking about non-financial retirement planning. Today, many pre-retirees see themselves living their retirement years in a much different way than their parents did. As a result, the entire planning process has changed. A more dynamic and progressive approach is explored throughout this course.
- Retirement Years Are Unique to Each Couple's and Each Individual's Retirement
- Financial Independence
- The Way People Used to Think of Retirement
- Present Day Retirement
- Today's Retirement Opportunities
- Life Planning for Retirement
- Questions to Consider
- Examine Your Life
- Planning for the Future
- The Essential Basics
- Realistic Expectations About This Course
Fixed & Variable Retirement Expenses
Needs vs expectations? The average American will retire at age 66 and live until nearly 79. However, for many, retirement will last much longer than 13 years. This course will help you understand how much money you will need to retire in the future. If you are approaching retirement, we explore whether you can retire today based on the annual income you desire.
- Inflation and Purchasing Power
- Historical Rates of Inflation
- Inflation and Income Taxes
- Retirement Expectations
- How Much Will You Need to Retire?
- Life Planning for Retirement
- When Can You Retire?
Debt Management & Tax Planning
In this section, we identify some of the biggest retirement planning mistakes and how to avoid them. We will also go over a guide to successful retirement. The highlight of this section is strategies for saving money on this year's taxes.
- Avoiding financial mistakes
- Debt Management
- Types of Debt
- Taxes
- Tax Terms
- 2022 Federal Income Tax Tables
- Tax Strategies
- Taxable Investments
- Investment Tax Rates
- Accounts with Tax Advantages
Sources of Retirement Income
This section will cover many ways to save for retirement. We will discuss advantages and disadvantages. We will discuss whether converting a Traditional IRA to a Roth IRA is in your best interest, and what the best plan of attack is for your personal situation. Lastly, we look at Social Security benefits as well as employer-sponsored retirement plans and discuss the important choices you must make.
- Social Security, Pension Plans, 401(k), 403(b)
- Defined benefit and contribution plan options
- Lump sum vs. IRA transfer
Distributions from Retirement Accounts
This section addresses the crucial decisions needed for your retirement plan in further detail. We will discuss strategies that allow you to take money out of your retirement plans while maintaining financial flexibility during retirement. Overall, we will cover retirement plan distribution choices to help you make an informed decision. You will also learn strategies to minimize taxes on your retirement income and avoid tax penalties of up to 50%. Finally, we explain rules for early access to your retirement funds.
- Defined Benefit Plans (Options)
- Moving Your Retirement Assets
- Stock Market Indexes
- Company Securities in Retirement Plans
- Defined Benefit Plans
- Annuity Income
- Retirement Distribution Comparison
- In-Service Withdrawals/Distributions
- Required Minimum Distributions
Investments
This is the most extensive section of this course. Here we discuss cash accounts, stocks, bonds, mutual funds, exchange-traded funds, individually managed accounts, tax-deferred accounts, tax-free accounts, taxable accounts and important considerations before investing. Risk management strategies will be carefully addressed.
- Cash Accounts and Equivalents
- Bonds
- Bond Interest Rates
- Stocks
- Stock Market Index, Categories, and Terms
- Employee Stock Options
- Mutual Funds
- Exchange-Traded Funds (ETFs)
- Real Estate Investment Trusts (REITs)
- American Depository Receipts (ADRs)
- Investment Risks
- Effective Strategies to Mitigate Risk
- Asset Class Returns
- Percent of Active Managers Under-Performing the Index RI
Risk Management & Asset Protection
Carrying over from Investments, we will discuss ways to protect you from a large financial loss prior to, or during retirement. We investigate many aspects of long-term health care including: Will you need it, how much it can cost, who should have it, and what are your alternatives? We will touch on the different types of life insurance, and discuss how to select the correct insurance so you and your family have ample coverage in the case that an income-earner passes away. We will discuss healthcare needs, disability, along with annuities and their positive and negative attributes.
- Property and Casualty Insurance
- Disability Income Insurance
- Health Insurance
- Medicare Insurance Premiums
- Medicare Part B
- Medicare Trends
- Long Term Care (LTC)
- Introduction to Life Insurance
- Needs and Benefits
- Categories
- Comparison
- Survivorship Life
Legacy/Estate Planning
Planning your legacy isn't just about money. It involves personal decisions that affect you, your family, and loved ones even while you are still living. Recent tax law updates show legacy planning is ever-changing. We discuss how to plan for today and for your future. You learn strategies and techniques to minimize or eliminate gift and estate taxes, income, expenses, delays, legal challenges, and a shortage of liquid assets following your death. We also address healthcare elections, power of attorney, living trusts, beneficiary designations, business continuation, probate, as well as other important topics.
- Estate Planning Objectives
- Planning for Incapacity
- Transfer Taxes
- Estate Planning Basics
- Additional Planning Strategies
- Types of Property Interests.
- Guide to Successful Retirement
FAQs
Frequently Asked Questions
What happens to my information once I register?
Your privacy is important to us! Your information is securely shared only with the presenter of The Retirement Masterclass™. We will never sell your information!
Who are the presenters of The Retirement Masterclass™?
Our presenters are from your area and live in your community. The presenters are Certified Financial Planning professionals who hold their CFP® designation and are held to the fiduciary and ethics standards of the CFP® board. They have been educating local residents for years if not decades on planning for retirement. They often have a private planning practice.
How much does The Retirement Masterclass™ cost?
The Retirement Masterclass™ costs $69.99 per registration or couple. We do not charge extra for a spouse or friend to attend. The $69.99 goes towards the workbooks and materials that go along with the class. Workbooks will be sent via Fedex AFTER completion of the first session. They are not needed for the classes. The workbooks are a separate resource for your use outside of these classes. They contain worksheets that you can complete if you like, but these will not be used for class.
Why does the presenter teach at such a low cost?
Our presenters value and enjoy educating their local communities, and The Retirement Masterclass™ is a way for them to give back. Occasionally, attendees may request help with their retirement planning outside of the class; however, your attendance at any of our classes in no way obligates you to engage the presenter in any service.
Is this retirement workshop for me?
If you are approaching retirement or already retired, the course will have material to appeal to various situations.
How long is the class?
Day 1 and Day 2 are each 2 hours long.
Is The Retirement Masterclass™ associated with the IRS, SSA or any other government organization?
No, we are an independent entity.
Terms of Use
All information available through this website is the property of The Retirement Masterclass™ (the “Company”) or its Information Providers and is protected by copyright and intellectual property laws. All rights reserved.
You may not reproduce, retransmit, disseminate, sell, publish, broadcast, nor shall the information be used in connection with creating, promoting, trading, or marketing financial instruments or products without the express written consent of v or its licensors. You are entitled to use the information it contains for your private, non-commercial use only.
The Retirement Masterclass™ operates this website (the “website”) to provide information, related features and services (the “Service”). The terms and conditions set forth herein (the “Terms of Use”) constitute a legally binding agreement between the Company and you regarding the terms on which the Company offers you access to Service.
Please take a few minutes to review the Terms of Use. By accessing and using this website, you agree to be bound by each of the Terms of Use and all applicable laws and regulations governing the website. If you do not agree with any of the Terms of Use, you are not authorized to access or use this website for any purpose.
Contents not intended for distribution or use where prohibited The information provided on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject the Company to any registration requirement within such jurisdiction or country. Neither the information, nor any opinion contained in this website constitutes a solicitation or offer by the Company to buy or sell any securities, futures, options or other financial instruments or provide any investment advice or service.
2. These terms of use may change without prior notice
The Company reserves the right to modify these Terms of Use at any time without giving you prior notice. Your use of the website following any such modification constitutes your agreement to follow and be bound by the Terms of Use as modified. For this reason, we encourage you to review these Terms of Use whenever you use this website. The last date these Terms of Use were revised is set forth below.
3. Notices of restrictions on your use
The Service, the website and all data and information and/or content that you see, hear or otherwise experience on the website (the “Content”) belongs to the Company, its partners, affiliates, contributors or third parties and may be protected by U.S. and international copyright, trademark, intellectual property and other laws. Content provided by third-parties is used on the website with the permission of such third-parties.
You may download, print and store selected portions of the Content, provided that you (1) do not copy or post the Content on any network computer or transmit, distribute, publish or broadcast the Content in any media, including without limitation, a website; and (2) do not modify or alter the Content in any way, or delete or change any copyright or trademark notice. No right, title or interest in any copied or downloaded Content is transferred to you as a result of any such copying or downloading. The Company reserves complete title and full intellectual property rights in any Content you copy or download from this website.
You agree not to alter, modify, reformat, copy, download, reproduce, duplicate, display, distribute, repost, transmit, publish, license, sell, rent, transfer, or create derivative works from any Content obtained from the website or the Service, except as expressly permitted by these Terms of Use. Moreover, you may not use any of the marks appearing throughout this website without express written consent from the trademark owner, except as permitted by applicable law.
4. Disclaimer of warranties
By agreeing to grant you access, the Company does not obligate ourselves to do so or to maintain this site, or to maintain it in its present form, and we expressly reserve the right to modify, suspend or terminate your access privileges. You agree and understand that we may, in our sole discretion and without any prior notice, close this website or deny you access to it and delete any files which you may maintain at this site and any information which you may choose to post here.
THE INFORMATION ON THIS WEBSITE IS PROVIDED “AS IS.” YOU EXPRESSLY AGREE TO ASSUME TOTAL RESPONSIBILITY AND RISK FOR YOUR USE OF THE WEBSITE AND THE SERVICE. THE COMPANY MAKES NO EXPRESS OR IMPLIED WARRANTIES, REPRESENTATIONS OR ENDORSEMENTS WHATSOEVER WITH RESPECT TO THE WEBSITE OR THE SERVICE. THE COMPANY EXPRESSLY DISCLAIMS ALL WARRANTIES OF ANY KIND, EXPRESS, IMPLIED, STATUTORY OR OTHERWISE, INCLUDING, BUT NOT LIMITED TO, IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NONINFRINGEMENT, WITH REGARD TO THE WEBSITE, THE SERVICE, OR ANY INFORMATION OR CONTENT CONTAINED THEREIN (INCLUDING THIRD PARTY INFORMATION).
THE COMPANY SHALL NOT BE LIABLE FOR ANY LOSS OR DAMAGE ARISING EITHER DIRECTLY OR INDIRECTLY FROM ANY USE OF THE WEBSITE, THE SERVICE OR ANY INFORMATION OR CONTENT CONTAINED THEREIN (INCLUDING THIRD PARTY INFORMATION). IT IS SOLELY YOUR RESPONSIBILITY TO EVALUATE THE ACCURACY, COMPLETENESS AND USEFULNESS OF ALL INFORMATION OR CONTENT PROVIDED BY THE WEBSITE OR THE SERVICE.
THE COMPANY DOES NOT WARRANT THAT THE FUNCTIONS PERFORMED BY THE WEBSITE OR THE SERVICE WILL BE UNINTERRUPTED, TIMELY, SECURE OR ERROR-FREE, OR THAT DEFECTS IN THE WEBSITE OR THE SERVICE WILL BE CORRECTED. THE COMPANY DOES NOT WARRANT THE ACCURACY OR COMPLETENESS OF THE INFORMATION OR CONTENT PROVIDED BY THE WEBSITE OR THE SERVICE, OR THAT ANY ERRORS IN THE INFORMATION OR CONTENT WILL BE CORRECTED. THE WEBSITE, THE SERVICE AND THE INFORMATION OR CONTENT ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS.
5. Limitation of liability
IF YOU ARE DISSATISFIED WITH THE WEBSITE OR ANY CONTENT ON THE WEBSITE, OR WITH THE TERMS OF USE, YOUR SOLE AND EXCLUSIVE REMEDY IS TO DISCONTINUE USING THE WEBSITE. YOU ACKNOWLEDGE, BY YOUR USE OF THE WEBSITE, THAT YOUR USE OF THE WEBSITE IS AT YOUR SOLE RISK.
YOU UNDERSTAND AND AGREE THAT UNDER NO CIRCUMSTANCES WILL THE COMPANY BE LIABLE FOR ANY DAMAGES WHATSOEVER, INCLUDING, BUT NOT LIMITED TO, (I) ANY DIRECT, INCIDENTAL, CONSEQUENTIAL, EXEMPLARY OR INDIRECT DAMAGES (INCLUDING, BUT NOT LIMITED TO, DAMAGES FOR LOSS OF BUSINESS PROFITS, BUSINESS INTERRUPTION, LOSS OF DATA, PROGRAMS OR INFORMATION, AND THE LIKE) ARISING OUT OF THE USE OF OR INABILITY TO USE THE WEBSITE, THE SERVICE, OR THE INFORMATION OR CONTENT PROVIDED THEREIN, (II) ANY CLAIM ATTRIBUTABLE TO ERRORS, OMISSIONS, OR OTHER INACCURACIES IN THE WEBSITE, THE SERVICE AND/OR INFORMATION OR CONTENT CONTAINED THEREIN OR DOWNLOADED THROUGH THE WEBSITE, (III) UNAUTHORIZED ACCESS TO OR ALTERATION OF YOUR TRANSMISSIONS OR DATA, (IV) STATEMENTS OR CONDUCT OF ANY THIRD PARTY ON THE WEBSITE OR THE SERVICE, OR (V) ANY OTHER MATTER RELATING TO THE WEBSITE OR THE SERVICE, EVEN IF THE COMPANY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
BECAUSE SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, SOME OF THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU. IN SUCH STATES, THE COMPANY’S LIABILITY IS LIMITED AND WARRANTIES ARE EXCLUDED TO THE GREATEST EXTENT PERMITTED BY LAW.
Personal information and Privacy Policy Click here (insert link) to see our Privacy Policy User Conduct You agree not to take any action that interferes with the proper working of the website; imposes an unreasonable or disproportionately large load on the website’s infrastructure; might compromise the security of the website; render the website or the Service inaccessible to others; or otherwise cause damage to the website or any Content contained on the website. You agree not to add to, subtract from, or otherwise modify the Content on the website except as expressly authorized by the Company in these Terms of Use or by a written agreement between you and the Company.
6. General Provisions
Entire agreement. These Terms of Use constitute the entire agreement of the parties with respect to the subject matter hereof, and supersede all previous written or oral agreements between the parties with respect to such subject matter. No waiver by the Company of any breach or default hereunder shall be deemed to be a waiver of any preceding or subsequent breach or default. Correction of errors and inaccuracies. The information in the website may contain typographical errors or other errors or inaccuracies and may not be complete or current. We therefore reserve the right to correct any errors, inaccuracies or omissions and to change or update information at any time without prior notice. We do not, however, guarantee that any errors, inaccuracies or omissions will be corrected. No endorsements of links. Hypertext links to third-party websites or information do not constitute or imply an endorsement, sponsorship, or recommendation by the Company of the third party, the third-party website, or the information contained therein. You acknowledge and agree that the Company is not responsible for the availability of any such websites and that the Company does not endorse or warrant, and is not responsible or liable for any such website or the content therein. Any links to other sites are provided for convenience only. You need to make your own decisions regarding your interactions or communications with any other website. Enforcement. If any part of these Terms of Use is determined to be invalid or unenforceable, it will not impact any other provision of these Terms of Use, all of which will remain in full force and effect. These Terms of Use are governed by, and will be interpreted in accordance with, the laws of the State of California, without regard to any conflict of laws provisions. Although you acknowledge that we will have the ability to enforce our rights in any court of competent jurisdiction, you hereby consent to the exclusive jurisdiction and venue of courts in California, U.S.A., regarding any and all disputes relating to these Terms of Use, the Company’s Privacy Statement, your use of the Web Site, any other web site, the Service, or Content or Material contained therein. 7. User conduct
You agree not to take any action that interferes with the proper working of the website; imposes an unreasonable or disproportionately large load on the website’s infrastructure; might compromise the security of the website; render the website or the Service inaccessible to others; or otherwise cause damage to the website or any Content contained on the website. You agree not to add to, subtract from, or otherwise modify the Content on the website except as expressly authorized by the Company in these Terms of Use or by a written agreement between you and the Company.
Privacy Policy
Your privacy is important to us at The Retirement Masterclass. We are committed to maintaining the accuracy, security and confidentiality of your personal information in accordance with and subject to the applicable provisions of the United States’ federal and state privacy laws and legislation that apply to this website. The Retirement Masterclass’ Privacy Policy describes how we collect, use, and disclose personal information of our service providers, clients and others (“You”).
If we ask you to provide certain information by which you can be identified when using this website, you can be assured that it will only be used in accordance with this privacy statement.
The Retirement Masterclass may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you agree with any changes. This policy is effective as of March 20, 2024.
Consent
By submitting personal information to The Retirement Masterclass via this website or to its agents, you agree that we may collect, use and disclose such personal information in accordance with this privacy policy, the privacy preferences you have made known to us and that are permitted or required by law governing such policies. SMS opt in or phone numbers for the purpose of SMS are not being shared.
What We Collect
We collect personal information about you to enable us to serve you better and to develop our business, operations and commerce relationships. If you refuse or withdraw your consent, we may not be able to provide you with services or information that may be of value to you. We may collect the following personal information referring to an identifiable individual:
Name. Contact information, including address, phone, fax and e-mail address and demographic information such as postal code/zip code. Preferences, interests and other information relevant to customer surveys and/or offers. What We Do With The Information We Obtain
We require this information to understand your needs and provide you with better customer service, and for the following reasons:
Internal, business-related recordkeeping. We may use the information to improve our products and services. We may periodically send promotional and/or informational emails about new products, special offers or other information that we think you may find interesting, using the e-mail address that you have provided. We may periodically send promotional and/or informational SMS text messages about new products, special offers or other information that we think you may find interesting, using the e-mail address that you have provided. To comply with your requests or inquiries or for any purpose to which you give consent. From time to time, we may also use your information to contact you via email, phone, fax or mail for market research purposes. We may use the information to improve our website or to customize the website according to your interests. The Retirement Masterclass will not disclose any personal information about you or your account(s) to any third party company unless one of the following conditions is met:
We receive your prior written consent; or We have documentation that the recipient is your authorized representative; or We are required by law to disclose information to the recipient Security
We are committed to ensuring that your information is secure. In order to prevent unauthorized access or disclosure, we have put in place reasonable and suitable physical, electronic and managerial procedures to safeguard and secure the information we collect via this website and by our agents.
Links To Other Websites
Our website may contain links to enable you to easily visit other websites of interest. However, once you have used these links and leave our site, you should note that we do not have any control over that website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide while visiting such sites. Such sites are not governed by this Privacy Policy. You should exercise caution with other websites and review the privacy statement applicable to that website(s).
Contact us if you wish to tell us your privacy preferences, update or correct your personal information.
If you have any questions or concerns regarding our Privacy Policy, please contact our webmaster at: team@theretirementmasterclass.com or write to:
The Retirement Masterclass Privacy Policy 160 N. Riverview Drive, Ste. 101 Anaheim Hills, CA 92808
Be assured that you always have the option to access, change your personal information, and/or instruct us not to use your name, address, e-mail address, etc., beyond providing you with the information or service you requested. When and where we send e-mail communications for direct marketing purposes, we will always include an identification of the sender and offer you an “Unsubscribe” option.