Retire Happy

7 Steps to Retirement Security

Created in partnership with Tom Hegna, an economist, author and retirement expert, this seminar is based on Tom’s best-selling book, Don’t Worry, Retire Happy!

Topics covered include:

  • Have a Plan
  • Consider a Hybrid Retirement
  • Protect Savings from Inflation
  • The “Happy Factor”; Secure Guaranteed Retirement Income
  • Plan for Long-term Care Costs
  • ABC Model of Asset Allocation
  • Pass the “Happy Factor” to Children and Grandchildren

Join the leading FMO for independent agents.