Retirement Planning Course in Ridgefield

An Educational Financial Planning Course for the Greater Ridgefield Community. Proceeds benefit the RVNA...

The Retirement Income Blueprint

Learn the wealth preservation strategies to avoid outliving your assets in retirement and minimize your income taxes

George Koeltl, CFP®, Financial Advisor, Reby Advisors

Attendees receive a complimentary copy of Wealth Redefined: Charting the Way to Personal and Financial Freedom

The course is free with a tax deductible donation to the Ridgefield Visiting Nurses Association. Only $20 for individuals and $35 for couples. Sign up today!  

As this "Goldilocks Economy" with positive corporate earnings and calm inflation enters the late stages of the business cycle, will an economic slowdown, domestic political implosion, or geo-political blowup derail the bull market? This two-evening course is designed to help you maximize the chances that you'll enjoy a happy and prosperous retirement in any economy.

If you’ve recently retired or plan to retire within the next 10 years, this course is for you!

October 5, 2017, 6:30pm

RVNA Boardroom, 27 Governor Street, Ridgefield, Connecticut


How to Avoid Outliving Your Assets  

  • The most critical risk in retirement.
  • The retirement killer: market volatility.
  • Strategies to survive a stock market crash.
  • Asset allocation: an investment portfolio that’s right for you.
  • How much guaranteed income do you need? 

Tax Minimization: It's Not What You Earn, It's What You Keep That Counts!

  • 3 sneaky retirement tax traps.
  • Add 0.5% to 1% to your returns annually with asset location.
  • Owning the right types of accounts.
  • Tax bracketology: the when, where, and how of withdrawals.
  • Reducing capital gains taxes

*April Rodriguez, RN, Community Health Nurse Manager at RVNA, will also share advice for remaining healthy physicially and financially through retirement!

Included in the Course:

Wealth Redefined Charting the Way to Personal and Financial Freedom By Bob Reby, CFP®

$17.95 Yours Free with Enrollment

Conflicted advice from Wall Street, market volatility, soaring healthcare and education costs, and rising prices and taxes, all pose great challenges to individuals and families seeking a comfortable retirement.

In his second book, Bob Reby draws on more than thirty years of experience to present a financial planning doctrine for achieving lifestyle goals, happiness, and health – despite the myriad of dangers in the world today.

Q&A: Get Answers from a CERTIFIED FINANCIAL PLANNER™ Professional  

This is an interactive course led by an experienced CFP® professional who has helped hundreds of individuals and couples financially prepare for retirement. Your indiviual questions are welcomed and encouraged!

Areas of expertise include (but are not limited to):

  • Social Security optimization
  • Pension and benefits evaluation
  • Tax planning
  • Healthcare planning
  • 401(k) strategies and IRA rollovers
  • Investments & portfolio strategies

Video, Slides, and Checklists  

The course will also be sent to you in video format for future reference in case you would like any material covered again.

In addition, we'll send the PowerPoint slides and any additional handouts provided during the course, including our Lifestyle Sustainability Scorecard™, a checklist of 15 critical risks that have the potential to derail your lifestyle.

During the course, you'll receive handouts formatted for notetaking. By the end of our time together, you'll have clear direction on your next steps towards a secure and comfortable retirement.

Thursday, October 5th, 6:30pm to 8:30pm* RVNA in Ridgefield, Connecticut

Sign up Today; the Course is Free with Donation to the Ridgefield Visiting Nurses Association.

$20 for Individuals and $35 for Couples 

If you want to learn more about how to minimize your income taxes and address personal and economic risks for greater peace of mind in retirement, this course is for you!

The course starts in...


Important: The RVNA has been very generous in allowing us to use their state-of-the-art board room to run this educational course for the community, and all proceeds go to their great organization. We may not run another comprehensive course like this one. Please take advantage and sign up today!

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Securities offered through Triad Advisors. Member FINRA / SIPC. Advisory services offered through Reby Advisors. Reby Advisors not affiliated with Triad Advisors.

*The formula Barron's uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor's returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor's regulatory record.