ATTENTION: For Those over 50 approaching retirement age or recently retired
University of Holistic
Retirement Planning
Online Course
COURSE OVERVIEW
Holistic Planning vs. Traditional
Discover the value and importance of holistic planning and how it can significantly help you obtain more income in retirement than can be done with outdated traditional planning.
Social Security Optimization
Social Security claiming strategies can make a huge difference. Taxation on Social Security benefits is often an unwelcome surprise. Learn strategies to maximize benefits and minimize or eliminate taxes on Social Security.
Taxes in Retirement
Taxes have a corrosive effect on your assets. Tax-Deferred accounts like 401k's and IRA's (taxed later) are at risk of higher taxes in the future. Learn the importance of a Roth Rollout strategy.
Retirement Income Planning
The importance of multiple streams of income and the pros and cons of setting up a personal pension with guaranteed income.
Distribution Planning
Discover important forward looking tax strategies that can protect your tax-deferred retirement accounts.
Market Volatility
Sequence of returns risk can cause you to run out of money prematurely. Updated strategies and the use of volatility buffers can provide protection.
Estate Planning
Family relationships are often strained or damaged as a result of dealing with an unprepared and disorganized estate. Learn of a simplified way to plan for incapacity and probate avoidance.
Health Care & Longevity Risk
Medicaid and asset spend-down rules as well as recent innovations in long-term care planning.
Investment Planning
Stocks, bonds, mutual funds, ETFs, SMAs, annuities, real estate, DSTs, commodities, structured notes, and asset allocation.
YOU WILL DISCOVER HOW TO:
- Determine if and when you can retire
- Evaluate the benefits of a Roth Rollout plan
- Increase retirement income through holistic planning
- Maximize and optimize Social Security Income
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Create a plan that can keep up with inflation
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Reduce risk and maximize return on investments
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Understanding the pros and cons of annuities
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How to simplify Estate Planning
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Innovative solutions for long-term care protection
INCLUDED WITH THE TUITION:
- Access to the self-paced Online Course
- Easy to follow Course Workbook
- Financial/Asset Organizer
- Quick reference cheat sheets
- 16 GB USB Thumb Drive with digital files & spreadsheets
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Copy of Holistic Retirement Planning Revolution - Book
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An optional one-hour personal consultation
Lane G. Martinsen, RICP®, CLTC®
Certified Financial Fiduciary®
University of Holistic
Retirement Planning
Online Course
Free shipping within the United States!
Course Instructor Information
Lane G. Martinsen is a Certified Financial Fiduciary®, an Investment Advisor Representative of First Advisors National RIA (FANRIA), a SEC registered investment advisor, and a Retirement Income Certified Professional (RICP®). He is also a licensed insurance professional and Certified in Long-Term Care planning (CLTC®).
Lane is the author of the Amazon bestselling book THE HOLISTIC RETIREMENT PLANNING REVOLUTION and the managing partner of Martinsen Wealth Management, LLC. He's the host of the popular educational YouTube channel "THE FINANCIAL FAST LANE." Lane has the heart of a teacher and loves to help people.
Lane is a member of the Ed Slott Elite IRA Advisor Group, the National Ethics Association (NEA), the Million Dollar Round Table (MDRT), Top of the Table, and is an educational speaker for the Association of Financial Educators (AFE) and also, the Society of Financial Awareness (SOFA).
FREQUENTLY aSKED qUESTIONS
Who Will Benefit From This Course
This course is especially beneficial to those Ages 50 to 70 approaching retirement or already in retirement. You will learn updated strategies in our rapidly changing world. Whether your questions are related to Social Security, taxes before or after retirement, 401k investments, Medicare or estate planning, this course was designed for you.
What can I expect after ordering the course?
The course materials identified above will be mailed to your U.S. address free of charge and you will receive immediate access to the Online Course via email.
How long does it take to complete the course?
The online course is broken down into sections of about 15 to 30 minutes per section. The total combined watch time is 6 hours. It would be possible to complete the course in one day if desired but you can go through it at any pace you prefer. Most people complete all the section over a one or two week time frame.
Is the University of Holistic Retirement Planning an actual university?
Over many years Lane Martinsen has partnered with major universities in Arizona and California to educate as many people as possible on the topic of Holistic Retirement Planning. Lane is a financial planning practitioner with real world experience. Lane is the managing partner of Martinsen Wealth Management, LLC and his unique university class is now available through this online course.
What if I have questions?
Many of your questions will be answered as you go through the material. However, an optional one-hour consultation with Lane Martinsen is included when you purchase the course. During the course write down any questions and they will be addressed during your personal consultation.
What are my obligations?
The course is strictly educational! The pros and cons of different types of financial tools will be discussed but specific financial products will NOT be discussed. Lane will explain various types of financial instruments and their functionality, but the purpose is to educate and inspire.
What if I want to hire Lane and his firm?
The education you receive from the course can help you in your planning process and provide you with a new perspective and with questions you can ask your financial advisor. If you don't have an advisor and you would like to consider hiring Lane and his team, that might be a possibility but would need to be evaluated and discussed separately.
Copyright © 2022 - Martinsen Wealth Management, LLC
Lane Martinsen and staff provide holistic retirement planning services and is not employed by, affiliated with, or endorsed by the IRS, the Social Security Administration, or any other government agency. For more information about Martinsen Wealth Management, LLC visit MartinsenWealth.com
Martinsen Wealth Management, LLC is a financial services company that specializes in asset protection and retirement income products and financial planning services. Lane Martinsen is the principal owner of Martinsen Wealth Management, LLC. Martinsen Wealth Management, LLC only offers insurance products and services in states where licensed to do so. Investment advisory services are offered through First Advisors National, LLC (“FAN Advisors”). FAN Advisors is an investment advisor firm registered pursuant to the regulations of the U.S. Securities and Exchange Commission (SEC). Lane Martinsen is an investment advisor representative of FAN Advisors and is registered to only offer specific advisory services through FAN Advisors. FAN Advisors does not offer insurance services. The FAN Advisors written disclosure document is available upon request; please review it for details regarding advisory services. FAN Advisors and Martinsen Wealth Management, LLC are independently owned and operated.