Educational Retirement Class For Retirees!
Retire Happy:
The 2-Night Blueprint to Stop Worrying & Start Living!
Are you ready to retire? This 2-night deep dive is designed to help eliminate the fear and overwhelm that come with making the important life transition into retirement for just $39.
WHERE:
Northern Illinois University Rockford
Conference Center
8500 E. State Street
Rockford, IL 61108
Session Dates:
Part 1: Wednesday, May 20th | 6:30 PM – 8:30 PM
Part 2: Wednesday, May 27th | 6:30 PM – 8:30 PM
(Both sessions included with registration)
Course tuition is $39 per unit (You + Guest)
Course Curriculum
Over the two-night course, you and a guest will learn:
FINANCIAL BASICS
AND RISK MANAGEMENT
How much money will I need to retire?
How to potentially pay 59% less tax on IRA withdrawals.
Converting an IRA to a Roth.
How to get to the 0% tax bracket in retirement.
The Top 10 concerns people have about money.
ESTATE PLANNING
When do you need a will vs. a trust?
How to legally avoid paying probate fees.
How to help protect your assets without buying
expensive LTC insurance!
Estate trusts and funeral trusts that are medicaid exempt.
Why your durable power of attorney may be obsolete and
what to do about it!
SOCIAL SECURITY
The rarely used Social Security loopholes that recently
changed.
Why couples and singles often miss out on
substantial benefits!
When should you apply for Social Security?
How you may be able to avoid paying taxes on Social
Security income!
How the NEW ONE BIG BEAUTIFUL BILL affects your taxes and other benefits!
INVESTMENTS
How safe is your money really
3 strategies designed to help reduce risk and optimize
returns!
Find out the new RMD rules and how to avoid the
NEW penalty!
What is draw-down risk and why should I care?
Do you have the proper amount of risk or too much
How should I be investing in 2026 and beyond?
Course Curriculum
Over the two-night course, you and a guest will learn:
FINANCIAL BASICS
AND RISK MANAGEMENT
How much money will I need to retire?
How to potentially pay 59% less tax on IRA withdrawals.
Converting an IRA to a Roth.
How to get to the 0% tax bracket in retirement.
The Top 10 concerns people have about money.
ESTATE PLANNING
When do you need a will vs. a trust?
How to legally avoid paying probate fees.
How to help protect your assets without buying
expensive LTC insurance!
Estate trusts and funeral trusts that are medicaid exempt.
Why your durable power of attorney may be obsolete and
what to do about it!
SOCIAL SECURITY
The rarely used Social Security loopholes that recently
changed.
Why couples and singles often miss out on
substantial benefits!
When should you apply for Social Security?
How you may be able to avoid paying taxes on Social
Security income!
How the NEW ONE BIG BEAUTIFUL BILL affects your taxes and other benefits!
INVESTMENTS
How safe is your money really
3 strategies designed to help reduce risk and optimize
returns!
Find out the new RMD rules and how to avoid the
NEW penalty!
What is draw-down risk and why should I care?
Do you have the proper amount of risk or too much
How should I be investing in 2026 and beyond?
Our goal is purely educational. We believe everyone deserves access to high-level financial literacy without a high-level price tag. The $39 registration fee simply covers the cost of your workbook and classroom materials.
What is Included in Course Tuition?
What is Included in Course Tuition?
Attendance for you and a guest for both nights
INFORMATIVE INSTRUCTION
The information-packed sessions are taught using easy-to-understand terms and interesting examples in an enjoyable classroom setting. Attendees enjoy the interactive lecture format where participation and questions are encouraged but not required.
COURSE TEXTBOOK
This educational course includes an easy to read hard copy of Retire Happy! The Pre-Retirees Guide To Stop Worrying And Start Living with examples and
illustrations, which is yours to keep. It helps you follow along with the classroom presentation and also contains valuable bonus worksheets. (A $35 Value!)
OBJECTIVE EDUCATION
Unlike financial seminars that focus on a specific topic, this comprehensive course helps you see the "big picture." It examines many aspects of personal finance and how they can work together to create an integrated retirement plan. This course is educational and noncommercial. No specific financial
products are discussed or sold.
OPTIONAL CONSULTATION & ANALYSIS
Just for attending, you are entitled to an optional one-on-one consultation with your instructor. This is your opportunity to ask specific personal
questions regarding your financial future and goals. Also included is an easy to understand Social Security Analysis, an optional one page retirement income plan, as well as a Retire Right Blueprint Report outlining your current plan’s strengths and weaknesses.
What is Included in Course Tuition?
What is Included in Course Tuition?
Attendance for you and a guest for both nights
INFORMATIVE INSTRUCTION
The information-packed sessions are taught using easy-to-understand terms and interesting examples in an enjoyable classroom setting. Attendees enjoy the interactive lecture format where participation and questions are encouraged but not required.
COURSE TEXTBOOK
This educational course includes an easy to read hard copy of Retire Happy! The Pre-Retirees Guide To Stop Worrying And Start Living with examples and
illustrations, which is yours to keep. It helps you follow along with the classroom presentation and also contains valuable bonus worksheets. (A $35 Value!)
OBJECTIVE EDUCATION
Unlike financial seminars that focus on a specific topic, this comprehensive course helps you see the "big picture." It examines many aspects of personal finance and how they can work together to create an integrated retirement plan. This course is educational and noncommercial. No specific financial
products are discussed or sold.
OPTIONAL CONSULTATION & ANALYSIS
Just for attending, you are entitled to an optional one-on-one consultation with your instructor. This is your opportunity to ask specific personal
questions regarding your financial future and goals. Also included is an easy to understand Social Security Analysis, an optional one page retirement income plan, as well as a Retire Right Blueprint Report outlining your current plan’s strengths and weaknesses.
Our goal is purely educational. We believe everyone deserves access to high-level financial literacy without a high-level price tag. The $39 registration fee simply covers the cost of your workbook and classroom materials.
Frequently Asked Questions
Q: Is there a cost to attend?
A: Yes, this particular course is $39 a unit.
Q: How long is the class?
A: This class is a 2 night class with each session being about 2 hours. They are packed with essential strategies to help plan for a tax-efficient retirement, while keeping it concise and valuable.
Q: Will I be sold anything during the class?
A: No, this class is purely educational. There will be no sales pitch or obligation to purchase anything.
Q: Will I have a chance to ask questions?
A: Yes! There will be time for questions during and after the presentation.
Q: Is it a big class?
A: No, our classes are kept to a smaller format. This allows for a more personal experience and plenty of time for questions.
Q: What happens after I register?
A: After you register, you’ll be taken to the payment page to pay the course registration fee. You'll also receive a confirmation email with all the details of the class. Someone from the team call to answer any additional questions you may have.
Meet Your Instructor:
Meet Your Instructor:
Course let by Antonio Filippone, author of Amazon Best Selling Book, “Financial Planning For The Not Yet Wealthy”. With 30 years of real world experience in Retirement Planning, he has been interviewed on WIFR, WREX, and referenced by Fox Business News.
Mr. Filippone has developed course material for Rock Valley Community College while teaching there for the last 10 years and offering individual sessions to help many members of our community gain the skills and resources needed to better their financial lives while helping to protect themselves from harmful pitfalls.
He is devoted to delivering retirement planning done right for regular people, teaching classes using case studies, videos, and handouts that make the content interesting, fun, entertaining and easy to understand.
“We understand how overwhelming this process can be and we want to help you get it right the first time so you can enjoy your retirement years with less stress.”
- Antonio Filippone
“We understand how overwhelming this process can be and we want to help you get it right the first time so you can enjoy your retirement years with less stress.”
- Antonio Filippone
This Educational Course is Designed For Those Who...
Are recently retired or retiring in the next 15 years
Have the majority of retirement savings are in tax-deferred accounts, and are worried about future taxes in retirement
Posses a retirement plan consisting of a diversified portfolio, a social security statement, and a “Naked Investment Plan”
Want to increase their financial literacy and create their own comprehensive retirement plan… (Withdrawal Plan, Investment Plan, and Tax Plan)
Are seeking guidance on how investments, strategies, and stock markets apply to them specially, not by the big box brokerage houses pushing products and mutual funds
Might not understand the difference between fiduciary and non-fiduciary advice
Want to learn how to Optimize Social Security around assets and pensions
Are looking to create a bucket plan strategy with their investments
Need to know how ROTH conversions and TCJA could impact retirement
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