Welcome to the Retire by Design Virtual Workshop Waiting Room

This is where you'll get access to everything you need to enjoy the Retire by Design Virtual Workshop. We will send an announcement when the links to join the live workshop sessions are available on this page. It will automatically update.

We Start May 13 at 11:30 AM MT

Note: This Page Will Automatically Send You to Zoom 30 Minutes Prior to Start Time
For the Best Experience, Be Sure To Join Us Using a Desktop Computer. Not Your Phone.

Block Off Your Calendar Now!

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During This 1 Day Virtual Workshop We Will Cover the Following Topics:

Session 1: Get Clarity on the Why?

While talking about money is amazing and wonderful. There are 2 other "Legacy Dimensions" that makeup our heritage and foundations.

Session 2: Understanding & Utilizing Strategic Tax Planning

Many retirees believe they will be in a lower tax bracket during retirement. This has not been true for over 25 years. During this session, you'll learn the causes and effects of increased taxes.

Session 3: Diversification To a Tax Free Retirement

Knowing and not doing, is really not knowing. During this session, you'll see new strategies to diversify your financial portfolio to allow you to minimize your taxes and increase your net-spendable income during retirement.

Day 4: How To Design Your LASER Fund Using MFIUL

During this session, you'll see the "Nuts and Bolts" of how a LASER Fund works with The LASER Fund book Co-Author, Aaron Andrew.

Day 5: 3 Dimensional Retirement By Design

Welcome to the final day of this powerful workshop. During this session, we will get extremely clear about what is next for you in the coming months and years. Not just financially, but in all 3 Dimensions of Wealth.

3 Dimensional Wealth Has Been Seen On:

REVIEW #111

"The information presented in the seminar was eye opening material that I had not previously heard. It gave me hope that my retirement could be much better than I anticipated. I highly recommend this seminar."

- Cheryl D.

REVIEW #119

"The seminar opened our eyes to new opportunities and techniques for preparing for the future. We also liked that it was about more than just money, but about developing a more fulfilling life."

- Renae S.

*Life insurance policies are not investments and, accordingly, should not be purchased as an investment.