Retire Me Right is the consumer facing platform we use for the classes. These classes are done in conjunction with The Heartland Institute of Financial Education. This is a proven marketing system that is currently being used by agents across the nation. As a Fiduciary, you represent the best that Retire Me Right has to offer. Click here to visit retiremeright.org.
Venue
Retire Me Right classes are held in a classroom setting at your local community college or university. Check with them to find out if there are classrooms available for you to use. Since this is an educational class it is important to use a community college or University. By using one of these you will create greater credibility with your attendees.
Marketing the Class
We utilize direct mailers to market for the event. The attendees can either register online at retiremeright.org or via an 800 number. Click here to view a sample mailer.
For detailed information and how to order the mailer, click here.
About the Classes
The classes are separated into two 2.5 hour sessions and are typically offered on a Thursday and Saturday, each section a week apart. If the classroom doesn’t have a projector, you’ll need to bring your own to display the Retire Me Right PowerPoint. There are two printed workbooks, part one for session one and part two for the second session. They are to be handed out at the beginning of each class. Do not hand them both out in part one, we don’t want them to be able to read ahead. In addition to the workbooks, there is also a fact finder and evaluation form.