About The Event
How to Fund and Protect Your Nest Egg
Hosted by ISBF Institute
Website: https://Isbfinstitute.com
Duration: 2 Days | 3 Hours Per Day | 6 Total Contact Hours
Languages Offered: English, French, Spanish (others available upon request)
Format: Onsite or Virtual (Zoom)
Tuition: $197 per participant (includes workbook, calculator, and retirement projection templates)
WHY YOU NEED THIS COURSE
According to a 2024 study by the Federal Reserve, 1 in 3 Americans have no retirement savings, and over 50% of Americans aged 55 and older have less than $50,000 saved for retirement. With inflation, rising health costs, longer life expectancy, and uncertainty in public pensions, it’s never been more critical to build a personalized, protected, and growth-oriented retirement plan.
Many people assume a 401(k) alone is sufficient. However, high taxes, market volatility, and lack of diversification leave them vulnerable. This seminar equips participants with the tools, strategies, and safeguards to build a million-dollar nest egg—regardless of their current income.
COURSE OVERVIEW
This powerful 2-day seminar offers a deep dive into retirement planning, investing, tax reduction, and wealth protection strategies that can transform your financial future. The program covers a variety of retirement vehicles such as IRAs, 401(k)s, Roth plans, annuities, real estate, insurance-based solutions, tax-free income strategies, and legacy planning.
Participants will leave with a personalized roadmap tailored to their age, income level, and risk tolerance—with actionable steps to start building or accelerating their retirement portfolio immediately.
COURSE BENEFITS
By completing this seminar, participants will:
- Understand retirement investment options and tax strategies
- Learn how to calculate the amount needed for retirement
- Develop a personal “Million-Dollar Nest Egg” blueprint
- Identify vehicles that offer tax-free or tax-deferred growth
- Discover how to protect assets against market downturns
- Explore real estate, business ownership, and other wealth-building tools
- Learn how to avoid common financial traps that derail retirement
- Begin a legacy plan for heirs, including wills, trusts, and charitable giving
TARGET AUDIENCE
This seminar is ideal for:
- Professionals ages 25 to 60+
- Self-employed individuals and business owners
- Couples and families planning for retirement
- Educators, nonprofit staff, and government workers
- Anyone with a 401(k), 403(b), IRA, or no plan at all
- Pre-retirees and retirees seeking protection or diversification
LEARNING OUTCOMES
Upon completion, participants will be able to:
- Create a diversified retirement strategy with multiple income streams
- Apply tax-efficient strategies to reduce retirement withdrawals
- Compare employer-sponsored vs. self-directed plans
- Use insurance tools to create guaranteed lifetime income
- Understand the power of compound interest and long-term growth
- Build a legacy through estate and trust planning
- Use technology and tools to monitor and adjust retirement goals
PREREQUISITES
- No financial experience necessary
- Willingness to examine current finances
- Access to financial statements or estimates
- Desire to build or improve your retirement plan
PARTICIPANT GUIDE & TOOLS
Each participant will receive:
- Million-Dollar Retirement Workbook
- Retirement Budget Calculator (Digital Template)
- Investment Comparison Chart
- Guide to Retirement Accounts (Traditional vs. Roth vs. SEP vs. SIMPLE)
- Tax-Free Retirement Toolkit
- Access to Retirement Software Demo
- ISBF Certificate of Completion
DAY 1 SCHEDULE: RETIREMENT ROADMAP & WEALTH-BUILDING STRATEGIES
Time: 9:00 AM – 12:00 PM
Module 1: The Retirement Reality Check
- Retirement statistics and why most plans fail
- The Cost of Waiting vs. Starting Early
- Calculating your retirement number
- How much do you really need to retire securely?
Module 2: Core Retirement Accounts & Tools
- 401(k), 403(b), and IRA accounts explained
- Roth IRAs and Roth conversions
- SEP, SIMPLE IRAs for business owners
- Contribution limits, penalties, and withdrawals
Module 3: Diversified Growth and Protection
- Stocks, Bonds, Mutual Funds, ETFs
- Asset allocation by age and risk tolerance
- Real Estate as a retirement vehicle
- Indexed Annuities and Protected Income Streams
DAY 2 SCHEDULE: TAX STRATEGIES, LEGACY PLANNING & NEXT STEPS
Time: 9:00 AM – 12:00 PM
Module 4: Tax-Free Income & Distribution Strategies
- Tax-free vs. Tax-deferred vs. Taxable
- Life insurance retirement plans (LIRPs)
- Health Savings Accounts (HSAs) for retirement
- Required Minimum Distributions (RMDs) and how to prepare
Module 5: Estate Planning & Generational Wealth
- Wills vs. Trusts
- Naming beneficiaries properly
- Powers of Attorney and Healthcare Directives
- Charitable giving and Kingdom Legacy strategies
Module 6: Personalized Retirement Blueprint + Q&A
- Participants complete their “Million-Dollar Retirement Blueprint”
- Q&A and expert coaching
- Invitation to enroll in 12-month coaching cohort
- Graduation and certificate presentation
ONGOING SUPPORT & FOLLOW-UP SOLUTION
Participants will be invited to join the ISBF 12-Month Financial Power Coaching Cohort, where they will receive:
- Monthly retirement coaching sessions
- One-on-one check-ins with certified financial professionals
- Access to retirement planning software
- Periodic investment workshops
- Updates on law changes, tax updates, and new retirement products
- Legacy-building workshops for couples and families
REGISTRATION & CONTACT INFORMATION
Tuition: $197 (includes workbook, digital tools, and support)
Registration Website: https://Isbfinstitute.com
Email: info@finanpower.com
Phone: (678) 921-2121
Venue Options: ISBF Training Center (Lawrenceville, GA) or Online via Zoom
Languages Available: English, French, Spanish, Portuguese, and others upon request
