Seminars
Take advantage of a Seminar with The Retirement Therapist!
Michael Lucas, aka the Retirement Therapist is aimed to partner organizations across the U.S. who have a desire to help their members/employees obtain a higher standard of preparation for the upcoming retirement era of their lives through professional financial education. The financial wellness education is engaging, empowering and motivational to take next steps towards KNOWING (not hoping, not guessing, not speculating, ) their retirement strategy is solid and in place.
Retirement Therapist - seminar menu
Some of our curated topics are listed below. There is no limit on the amount you choose to offer, and topics can be mixed and matched upon discussion with the underwriters of the event. Seminars average 45 minutes, and can be layered to a day or multiday event.
Educational workshops are held LIVE in person at the venue of your choice. Rates are exclusive of travel and hotel day before and day after the session.
Class participants are encouraged to ask questions after the session. They may also schedule a follow-up consultation with the educator upon request. Our experience has found this added engagement and personal detail helps ensure participants are able to utilize what they have learned and explore application in their own life circumstances.
The Retirement Therapist provides innovative presentations, topics, and takeaways for attendees. We guarantee your teams will feel it added value and benefit for their retirement strategies.
Social Security
Intro
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How does SS work?
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How are benefits calculated?
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Benefit optimization strategies
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Cost-of-living increase considerations
3 Mental Health pitfalls for retirees
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what are top 3 Mental impacts of retirement?
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Will my relationships change?
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Why is understanding grief important?
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What is the impact of lonliness
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Psychotherapist spills the Truth about Dementia and Alzheimer's
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What are early indicators
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Are there remedies
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Anticipating long-term care needs
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What 3 behaviors have shown effective in mitigating brain decay!
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Medicare Intro
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What is LTC coverage?
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When do I need to get LTC coverage?
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Low or no-cost coverage
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LTC and Medicare/Medicaid benefits
Do I have a Tax Problem in Retirement?!
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If you have any level of financial success-- yes you do.
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Today's taxes
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Tax terminology
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Tax avoidance strategies
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Tax-free savings
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Are Yesterday's Financial strategies still relevant??
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What should we anticipate and how do we adjust?
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Retirement options
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Benefit and rollover planning
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Career exit strategies
The TRUE cost of Retirement
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The three stages of your financial life
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The importance of tax strategies
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Planning for retirement
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Life's curveballs - college debt, taxes, disability, inflation, death
What Research has Taught that you NEED to know about Mental Health in Retirement!
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What are the 5 pillars of a fulfilled life
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Overcoming obstacles that WILL come up.
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How do relationships change?
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The biggest stressor in retirement probably isn't what you think!
Changing Times and Finances - What you need to know
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Charitable Giving
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College Planning
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Debt Elimination
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Inflation - What is it and how will it affect me?
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Legacy Planning
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Rollovers and Consolidation
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Strategies for Business Owners