Workshops

WORKSHOPS

Attend a Workshop

Steve and Kelly offer hands-on workshops that will teach you how to Future Proof your investments. There are 7-9 hours of content, but the workshop is available in a number of flexible formats. Contact them today to attend a workshop, set one up for your group, or book them for a speaking engagement.

Is Your Plan Both Attainable and Sustainable?

Four Critical Questions

Future Proof investors start by seeking the answers to these four questions:

  1. What rate of return will you need to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy?
  2. How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living and have your money last to the end of your life expectancy?
  3. Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle until the end of your life expectancy?
  4. If you don’t do anything other than what you are doing today, how much will you have to reduce your standard of living at retirement for your money to last to your life expectancy?

The answers are a gateway to understanding your current financial situation and how you can get where you want to be. They empower you to work with us on developing a custom financial solution that is both attainable and sustainable.