Key Features

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About Course

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Testimonials

User 1

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User 2

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Course curriculum

  • 1

    Welcome to the Retirement Readiness Retreat

    • Welcome to the Retirement Readiness Retreat with Lesley-Anne

    • Retirement Readiness Retreat Agenda

    • Retirement Readiness Retreat Money Journal

  • 2

    Pre-work Retirement Readiness Mindset

    • A Winning Retirement Mindset

  • 3

    Pre-work - Collecting Sources of Income and Establishing New Worth

    • Identifying Potential Sources of Retirement Income and Your Current Net Worth

  • 4

    Day-of Workbook, 12-month New Worth Tracker and Retirement Tracker (tools in Excel)

    • Day-of Workbook Retirement Readiness Retreat

    • Your 12-month Net Worth Tracker

    • Updated June 2021 - Retirement Income Streams Tracker

    • IMPORTANT STEP FOR YOUR INCOME TRACKER!!! Do not skip!!!

  • 5

    Retirement "Catch-up" Calculator

    • Compare Today's Savings with Tomorrow's Needs

    • Calculator Link

  • 6

    May 2021 - REPLAY of The Retirement Readiness Retreat

    • REPLAY of the May 2021 Retirement Readiness Retreat

  • 7

    February 2021 - REPLAY for the Retirement Readiness Retreat

    • Replay for the Retirement Readiness Retreat

    • UPDATED Retirement Income Stream Tracker

Purchase Now

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