Archives: Frequently asked questions

Who is this course designed for?

This course is designed for people within 3-5 years of retirement. It helps you plan for retirement, no matter your level of knowledge or retirement savings. People with $100,000 to more than $10 million have found this course to be of great value to their retirement planning.

I’m a long way from retirement. Should I still sign up?

While some of the information shared will apply to all people, most of this course material is specific to people retiring within five years. And while we’re confident you would still receive value from the course, some strategies may not be applicable until you are closer to retirement.

Do I need this course if I already have a financial advisor?

Even those who already have a personal financial advisor can gain valuable insights from this course. What you learn will depend on the depth of planning you receive from your current advisor. We encourage you to take strategies you learn in this course and review them with your personal advisor.

How long do I have access to the courses?

Starting from the date of purchase, the Core class provides six months of access, and the Premium class provides one full year.

What happens if I miss a live class?

Each live session is recorded, so you can watch them at your convenience.

Am I able to watch with a spouse or partner?

Absolutely! We highly encourage couples to work through the class modules together. This leads to productive conversations and a higher likelihood of achieving your dream retirement.

Are there any products sold or recommended during the course?

No. Unlike many financial seminars, Retirement Intelligence does not sell or recommend any products. Each module gives you the information you need, without having to worry about being sold something.

Does Retirement Intelligence provide tax, legal, or investment advice?

Retirement Intelligence does not provide tax, legal, or investment advice. The strategies discussed are for educational purposes only. For implementation, we encourage you to work with a professional financial advisor.