Retire Ready Academy

Retirement Planning Workshops for Pre-Retirees

Retirement Masterclass

2 Part Workshop

Tue / Oct

8 & 15

Forum Hall Rm 110
22201 W Innovation Drive
Olathe, KS 66061
October 8 6:00 PM
October 15 6:00 PM

Thu / Oct

10 & 17

Forum Hall Rm 110
22201 W Innovation Drive
Olathe, KS 66061
October 10 6:00 PM
October 17 6:00 PM

Register Now

Tue / Nov

12 & 19

Regnier Hall Rm 165
12600 S Quivira Rd.
Overland Park, KS 66213
November 12 6:00 PM
November 19 6:00 PM

Thu / Nov

14 & 21

Regnier Hall Rm 165
12600 S Quivira Rd.
Overland Park, KS 66213
November 14 6:00 PM
November 21 6:00 PM

Register Now

Retirement masterclass is a retirement workshop that covers all areas of retirement planning.

Retirement Masterclass is a retirement workshop that covers the three main areas of retirement planning. This workshop is designed for those 50 and up, who are looking to develop a comprehensive retirement plan. Traditional retirement “planning” consists of a stack of statements, a diversified pie chart and social security benefits. This workshop will show you how to create your own 21st Century Retirement Plan.

Retirement Workshop Description

This 4 hour workshop (broken up into 2 nights) provides retirement information for those aged 50 and up. The topics and subject vary from traditional retirement planning, strategies to maximize Social Security Benefits, how to start managing taxes in retirement now and create tax-free income, impact of bear markets and the importance of bucketing your retirement savings. Attendees will increase their awareness of the overall risk in the markets, as well as why pre-retirees could face a higher tax bracket in the future. It is not designed to give specific solutions to individual needs.

This workshop is not an annuity dinner seminar; this is a Retirement Workshop with a four-hour time commitment. You will leave with the knowledge and confidence to make better financial decisions in all areas of your retirement.

Syllabus

What
You’ll Learn

Retirement Masterclass was designed to provide you with tools and strategies that will allow you to build a comprehensive retirement plan and commit to “getting smart” about key elements on your plan. It will show you how to build and keep your wealth with advanced tax and investment planning. By the end of the Masterclass, you should be able to:

  • Understand the importance of comprehensive retirement planning.
  • Strategically claim your Social Security benefits in a tax-friendly manner.
  • Develop a tax-efficient income withdrawal plan for your retirement.
  • Know the difference between fiduciary and non-fiduciary.
  • Develop your own bucket strategy with your investments.
  • Know what mistakes to avoid when working with an advisor.
  • Determine if ROTH Conversions fit inside of your plan.
  • How to factor in market volatility and stress test your retirement plan.
  • Strategies to consider if you want to potentially increase your monthly net income in retirement.
  • Retirement investment strategies in or near retirement

This Workshop
is for

  • Individuals who are recently retired or retiring in the next 15 years
  • Majority of your retirement savings are in tax deferred accounts, and you are worried about future taxes in retirement
  • Your retirement plan consists of a diversified portfolio, a social security statement, and a “Naked Investment Plan”
  • Individuals wanting to increase their financial literacy and create their own comprehensive retirement plan… (Income Plan, Investment Plan, and Tax Plan)
  • Investors 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
  • Understand the difference between fiduciary and non-fiduciary advice
  • Learn how to Optimize your Social Security around your assets and pension
  • How to create a bucket plan strategy with your investments and use dividends in or near retirement
  • Why ROTH conversions and TCJA could impact your retirement

About the
Masterclass Presenter

The workshop will be presented by a local, independent fiduciary advisor who will be providing accurate and up to date information. Each workshop will provide general, unbiased information to you the attendee. At the conclusion of each workshop, you the attendee may request to speak with the presenter in a private setting if you so choose.

Free Workshop
Tuition and Workbook

Retirement Masterclass is delivered in a classroom-style format in a total of 4-4 1/2 hours (broken up into 2 nights) or less and comes with a workbook and workshop materials.

Retire Ready Academy instructors are licensed and trained financial professionals. Retirement Masterclass does not promote or endorse any specific product or company, and no selling is allowed. Retirement Masterclass is an education course for general, non-commercial, education only and are not intended to be construed as tax, legal, or financial advice. Course attendees should seek professional advice from their financial or tax professional before applying strategies taught or discussed in the course.

Contact Us

Call Us

913-257-3991

Connect With Us

kyle@mokanwealth.com

Visit Us

14221 Metcalf Ave, Suite 102
Overland Park, KS 66223

Schedule a Right Fit Call

To determine if MOKAN Wealth is a good
fit, schedule a 20 minute call below.

Retire Ready Media

MOKAN Wealth is passionate about providing timely, relevant financial information for pre-retirees and retirees. To learn more about how to have a successful retirement and avoid costly mistakes, check out the links below.

Kyle Hammerschidt

Founder/Investment Advisor Representative

Professional Focus

Since 2014, Kyle has helped pre-retirees reduce taxes, invest smarter, and retire on their terms. As MOKAN’s founder and principal advisor, he is our clients’ go-to partner for tax-efficient retirement planning and investment management. Whether he’s teaching a room full of pre-retirees at a retirement education class or visiting with clients one-on-one, his objective is to help others pursue their retirement goals in a way that supports their best interests.

Many of his clients previously worked with (what Kyle calls) “disguised financial advisors” who offered them a stack of statements, a diversified pie chart, hidden and confusing fee schedules—and no real plan. Kyle’s goal is to provide massive value to pre-retirees through comprehensive, tax-efficient retirement planning and investment management.

WHAT KYLE DOES DIFFERENTLY

Kyle believes the financial industry is structurally flawed, and consequently, pre-retirees are not properly educated or prepared for their transition into retirement. That’s why he takes a “K.I.S.S.” approach to planning—he makes everything as simple and straightforward as possible—meaning no surprises, no hidden fees, and no fancy jargon or investment terms.

PUBLICATIONS

Kyle has a distinct passion for retirement education, and from the start of his career, his objective has been to teach pre-retirees how to be proactive and take charge of their financial futures. In 2017, he founded Retire Ready Academy, an educational program that teaches pre-retirees and retirees about tax-efficient retirement planning, Social Security, and investment management. In 2020, he published his book, Retire Ready, and today he contributes regularly to Kiplinger and Rethinking 65.

THE KYLE NINE

  1. Kyle lives in Overland Park with his beautiful (and incredibly patient) wife Amy and their three young children, Jovee, Jace, and Jordyn.
  2. Kyle and Amy met while attending K-State but didn’t start dating until six years later when Amy was about to leave the country for two years.
  3. Kyle’s dog Murphy once ate 24 chocolate-chip cookies in one sitting—and lived to tell the tale!
  4. Kyle and Amy enjoy staying active and going to the gym together whenever possible. (Their biggest incentive? The gym’s free two-hour daycare.)
  5. When thinking of a name for his first child, Kyle remembered a unique name from the Christmas movie, Elf—and now Jovee Hammerschmidt is the new head of the household.
  6. Kyle has an incurable sweet tooth. He will never turn down a fresh batch of cookies or a trip to get ice cream.
  7. Kyle is an avid Dallas Cowboys fan and tries to attend the Thanksgiving Day game every year. When he was 12, he had heart surgery in a Cowboys-sponsored hospital and got to visit the players.
  8. His favorite date-night spots are Bristol and J. Gilbert’s.
  9. Kyle’s favorite place in the world is his home.

Thinking About Retirement

Meet Mark and Susan

How We Helped

  • Retirement Planning

  • Investment Management

  • Employer benefit

  • Tax Planning

  • Social Security Maximization

  • Income Planning

Enjoying Retirement

Meet Bill and Martha

How We Helped

  • Retirement Planning

  • Investment Management

  • Tax Planning

  • Legacy Planning

  • Income Planning

Work Optional

Meet Carrie

Carrie (60) is a Project Manager Supervisor in the healthcare industry for almost 20 plus years

She loves her job and is not looking to retire anytime soon, but wants the freedom to work fewer hours if that day does come.

Carrie wants to know the best way to leverage her current employer deferred compensation plan and investments as part of her long-term retirement plan.

Carrie's parents both suffered from Alzheimer’s, and it was very hard on her and the siblings. She wants to make sure she doesn't  become a burden to her daughter if something happens in the future.

She has traditionally managed her own investments, but she knows retirement is too important to manage alone. She wants help developing an actual retirement plan so she can feel confident about her finances whether she decides to keep working or not.

Carrie's primary goal is to optimize her retirement plan + reduce taxes so her nest egg can allow her to live her work optional lifestyle.

How We Helped

  • Retirement Planning

  • Investment Management

  • Tax Planning

  • Legacy Planning

  • Income Planning

Disclaimer

Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Advisor.  CreativeOne Wealth, LCC and MOKAN Wealth Management are unaffiliated entities.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that MOKAN Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.