Retirement Protection & Social Security Optimization for Ages 45–70
As an RSSA® (Registered Social Security Analyst) and Licensed Strategist in San Diego, I help pre-retirees maximize their benefits, protect their income with annuities & life insurance, and secure their legacy through wills & trusts
Is Your Retirement Strategy "Red Zone" Ready?
We Specialize in Helping Upper-Middle-Class Professionals (Ages 45–70) Who Are:
• Approaching Retirement (5–10 Years Out): Unsure if filing for Social Security at 62, 67, or 70 will cost them thousands in lifetime income.
• Worried About Outliving Savings: Looking for tax-efficient ways to turn 401(k)s into guaranteed income using annuities and life insurance strategies.
• Concerned About Legacy: Needing to organize wills and trusts (via TrusteeFriend.com) so their family isn’t left with a probate mess.
• Seeking Clarity, Not Sales: Wanting an educational, "math-based" approach from a Registered Social Security Analyst (RSSA®).
DISCOVER THE RIGHT WAY TO TRACK YOUR FINANCES
KEY TAKEAWAYS
What You’ll Gain from Our Workshops:
Our financial literacy workshops are designed to provide you with practical tools, expert insights, and actionable strategies that can be applied immediately to your financial life.
Learn Actionable Financial Strategies
Access to Expert Guidance
Personalized Financial Planning Insights
Networking Opportunities
Stay Updated on the Latest Financial Trends
Build Financial Confidence
Join us and take the first step toward financial empowerment. With expert-led sessions and practical takeaways, you’ll gain the confidence to take control of your financial future.
HOW IT WORKS
Preparing for the Workshop is Simple
We’ve made it easy to attend and get the most out of your learning experience.
Register for the Workshop
Join our expert educators to learn budgeting strategies, explore options, and enhance your financial planning.
Download the Attachments
Before the workshop, download and review our workbook and resources to guide you through key financial concepts.
Join the Zoom Session
We are looking forward to see you on Thursday at 6:00pm. Make sure you’ve installed the Zoom app for a seamless experience.
Ask
Travis Directly
Have questions or need more information? Reach out to Travis, our lead educator, for direct assistance.
ABOUT US
Our Mission: Educating for Financial Freedom
At Financial Educators, we are dedicated to helping individuals of all backgrounds gain the skills and confidence to take charge of their financial future. Through practical workshops, expert guidance, and easy-to-use tools, we empower our participants to make informed decisions and achieve financial independence.
Our Expert: Travis Hale
Travis Hale is a dedicated Retirement & Protection Strategist and educator with a proven track record of guiding individuals toward financial independence. With a deep commitment to helping others, Travis simplifies complex financial concepts, making them accessible and actionable for people from all backgrounds. As a trusted leader at Financial Educators, he inspires participants to take charge of their financial journeys with confidence and clarity.
TESTIMONIALS
WHAT OTHERS ARE SAYING
"My life changed forever"
"This workshop exceeded my expectations! The interactive Q&A session allowed me to address my specific concerns, and I gained a wealth of knowledge about investment options. I feel much more confident in my financial decisions now."
— John T.
"Highly recommend this"
"I attended the Personal Finance Essentials workshop, and it completely transformed my approach to budgeting. The expert guidance was invaluable, and I walked away with practical strategies I could implement immediately. Highly recommend!"
— Sarah M.
Countdown to Our Next Workshop
At Financial Educators Group, we offer accessible, expert-led workshops that are designed to give you the knowledge and tools to master your finances. Whether you're just getting started or looking to refine your financial strategies, our workshops provide a supportive and engaging environment where you can learn, ask questions, and take actionable steps toward financial freedom.
Download your FREE e-book and learn proven strategies to grow your income, manage debt, and secure your financial future.
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