Recession-Ready Retirement
A CPA’s guide to building a recession proof retirement.
Richard Heckard, CPA
“As CPAs, financial planners and educators, our goal is to empower you to live without economic anxiety. That’s exactly why we teach this course.”
Have You Been Asking Yourself These Questions?
-
Can My Portfolio Survive a Bear Market?
-
Will My Retirement Income Remain Stable?
-
Will I Run Out of Money?
-
Are My Investments Too Risky?
-
Will Tax Hikes Effect Me?
-
Will Social Security Last?
-
What if Inflation Stays High?
-
Am I Being Tax Efficient With My Money?
Recession-Ready Retirement is a 2 hour program specifically tailored for pre-retirees and retirees who are looking to navigate economic uncertainty, and build a retirement plan that is Sustainable & Durable.
Your retirement finances have to work, even when the economy doesn’t.
INSERT DATES & SIGN-UP INFORMATION
The Retirement Recession Stress Test
The Recession Stress Test is the retirement planning process and deliverable, designed by Richard Heckard, CPA & Steven Howell, CPA, to calculate and assess the durability of your financial situation in the event of an economic recession. The process combines investments, retirement income, taxes, estate planning, and even psychology to help empower you to be your best financial self.
Steven K. Howell, CPA, CFP
“Studies continually show that the 5 years before retirement and the first 5 years of retirement are the most critical 10 year window in your entire financial life. If a recession occurs close to that window, your financial situation needs to be secure.”
Recession Ready Retirement is a component of our Pathways Program.
Pathways to Retirement is both a course and our holistic financial planning process.
We hold in-person, virtual, and private courses throughout the year.
To learn more about Pathways to Retirement, you can explore our website, or email us with the link below.
If you’re interested in working with us, follow this link to learn about our First Conversations.