Easy Steps to Retirement Planning

COURSE SYLLABUS

Instructor: Coach Greb
Duration: Two-Day Course (3 hours per session)
Languages Offered: English, French, Spanish, and other languages as available
Delivery Mode: Online via Zoom or Onsite (ISBF Institute / Financial Power Institute or partner locations)
Course Fee: $59 per participant
Website: https://Isbfinstitute.com/easysteps
Affiliated Partners: ISBF Institute and Financial Power Institute

COURSE OVERVIEW

Easy Steps to Retirement Planning is a practical, easy-to-understand two-day course that equips participants with the tools and strategies needed to prepare for a financially secure and fulfilling retirement. Whether retirement is decades away or just around the corner, this course provides step-by-step guidance to help participants plan wisely, invest effectively, and retire with dignity.

Led by Coach Greb, the course covers both the technical and emotional aspects of retirement preparation. Participants will explore how much they need to retire, where to invest, how to use tax-advantaged accounts, and how to create an income stream that lasts through retirement. Using accessible language and real-life examples, the course makes retirement planning achievable for everyone, regardless of age or income level.

COURSE BENEFITS

Participants will gain a comprehensive understanding of how to prepare for retirement in a structured and manageable way. They will identify their retirement goals, calculate their financial needs, and explore multiple savings and investment strategies to meet those goals.

This course also helps participants navigate common retirement planning challenges, including healthcare, inflation, taxes, and income longevity. Attendees will walk away with a clear retirement plan and the confidence to implement it using industry tools and platforms.

TARGET AUDIENCE

This course is designed for:

Young professionals beginning to plan early for retirement
Middle-aged individuals reassessing their retirement savings strategy
Couples planning for joint retirement
Self-employed individuals or business owners without traditional pension plans
Pre-retirees seeking guidance on retirement income and asset management
Anyone enrolled in the Easy Steps to Financial Empowerment Series

The course is accessible to beginners and valuable for anyone seeking to secure their long-term financial future.

COURSE OUTCOME

By the end of the course, participants will:

Understand the stages and goals of retirement planning
Estimate how much they need to retire comfortably
Know how to use retirement accounts such as 401(k), IRA, Roth IRA, and SEP IRA
Build a diversified retirement investment portfolio
Develop a withdrawal and income strategy for retirement years
Create a retirement timeline with savings milestones
Prepare a written retirement plan using digital tools or templates

COURSE PREREQUISITES

There are no formal prerequisites. However, it is recommended that participants:

Have a general understanding of their current income, expenses, and assets
Have completed or be familiar with budgeting and savings strategies
Bring access to account statements or benefit information for planning exercises
Be open to exploring different retirement planning options

PARTICIPANT GUIDE

All enrolled students will receive:

Easy Steps to Retirement Planning Workbook (digital or print)
Retirement Planning Checklist and Timeline Template
Retirement Account Comparison Guide
Investment Growth Calculator Tool
Sample Retirement Budget and Income Plan
Excerpt from the Teach Me Money™ Book Series by Coach Greb
30-Day Replay Access
Certificate of Completion

These materials support both short-term planning and long-term implementation.

COURSE COST

The full course fee is $59 per participant, which includes:

Two live 3-hour sessions with Coach Greb
All course materials and tools
Retirement plan templates and calculators
Certificate of Completion
Access to post-course coaching and accountability options

Registration is available online at https://Isbfinstitute.com/easysteps. Payment can be made via debit or credit card, Zelle, or Cash App.

FOLLOW-UP SOLUTION

Following the course, participants will finalize and implement their personalized retirement plan using trusted retirement planning software (such as NewRetirement, Vanguard tools, or Excel-based templates). They will identify savings goals, determine monthly contributions, select retirement accounts, and set target dates for evaluation.

Optional coaching and accountability groups will be available to help participants stay on track, review progress, and make adjustments as needed.

COURSE SCHEDULE

DAY 1 – RETIREMENT VISION AND FOUNDATIONS

Theme: “Retire on Purpose, Not by Accident”
Duration: 3 Hours

Modules and Time Breakdown:

0:00 – 0:15: Welcome and Orientation
Introduction to the retirement journey, course goals, and participant reflections.
0:15 – 0:45: Module 1 – What Does Retirement Mean to You?
Clarify retirement goals, lifestyle expectations, and timelines.
0:45 – 1:30: Module 2 – How Much Is Enough? Calculating Retirement Needs
Explore how to estimate retirement expenses, income gaps, and long-term savings goals.
1:30 – 2:00: Module 3 – Understanding Retirement Account Types
Overview of 401(k), Roth IRA, Traditional IRA, SEP, and employer-sponsored plans.
2:00 – 2:30: Module 4 – Building a Retirement Investment Strategy
Learn how to invest for growth and balance risk with age and goals.
2:30 – 3:00: Module 5 – Retirement Savings Milestones by Age
Establish age-specific benchmarks and create a savings calendar.

Homework Assignment:
Complete the retirement goals worksheet and calculate your estimated retirement number using provided tools.

DAY 2 – STRATEGIES FOR INCOME, TAXES, AND LONGEVITY

Theme: “Plan for Peace, Prepare for the Long Run”
Duration: 3 Hours

Modules and Time Breakdown:

0:00 – 0:15: Recap and Homework Review
Discuss participant findings, surprises, and questions from Day 1.
0:15 – 1:00: Module 6 – Creating a Retirement Income Strategy
Explore the “bucket strategy,” annuities, pension options, and Social Security planning.
1:00 – 1:30: Module 7 – Managing Retirement Taxes and Healthcare Costs
Learn how taxes affect retirement withdrawals and how to plan for healthcare.
1:30 – 2:00: Module 8 – Dealing with Inflation and Market Fluctuations
Build a flexible plan to protect your portfolio from economic uncertainty.
2:00 – 2:30: Module 9 – Retirement Risk Management
Explore estate planning basics, long-term care, and strategies to ensure income longevity.
2:30 – 3:00: Module 10 – Finalizing and Committing to Your Retirement Plan
Each participant builds and presents their action plan and receives implementation support.

CERTIFICATE OF COMPLETION

All participants who attend both sessions and submit a written retirement plan will receive a Certificate of Completion, jointly issued by the ISBF Institute and the Financial Power Institute. This certificate may be counted toward completion of the 12 Easy Steps to Financial Empowerment program.

COURSE VENUE AND DELIVERY OPTIONS

Participants can attend:

Onsite:
Financial Power Institute
2070 Sugarloaf Parkway, Suite 600
Lawrenceville, GA 30045
Online:
Via Zoom, with interactive features and recordings available for 30 days
Partner Locations:
Courses may also be delivered through churches, nonprofits, and community organizations.

Courses are available in English, French, Spanish, and other languages upon request.

COURSE REGISTRATION

To register for this course or other Easy Steps workshops, visit:
Website: https://Isbfinstitute.com/easysteps
Email: info@finanpower.com
Phone: +1 (678) 921-2121

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Easy Steps to Retirement Planning

Easy Steps to Retirement Planning

COURSE SYLLABUS