Learn More About Retirement

Estate Planning

Retirement University

Looking to reach your retirement goals while building a solid estate plan?

You’re in the right place.

ENROLL

The Retirement Solution does not provide legal or tax advice.

Please consult your legal and tax professionals.

Understand your monthly income, as well as how much you could expect to leave to your heirs

Start giving to charities and those you love now – and enjoy seeing the impact your gifts can make

Establish clear directions for your loved ones so they are prepared to carry out your wishes

What an estate plan accomplishes, why it is an important part of your retirement plan, and who needs to be part of your estate planning team

The essential documents you may need to clearly communicate your wishes regarding health and finances

How inheriting retirement accounts, establishing a tax strategy, and considering QCDs can impact you and your beneficiaries

Meet your Instructor

Shane received a Bachelor of Science in Financial Planning and Advising from Purdue University in 2003. Throughout the past 20 years, Shane has honed his skills in finance, investment mathematics, accounting, estate planning, statistics, and tax law. He has cultivated a deep understanding and passion for planning, taxation, and wealth management.

Shane loves helping clients transition seamlessly into their retirement, and he enjoys crafting solid financial plans to help his clients thrive. In addition to working with individuals, Shane is also driven to share his knowledge with the community at large, making him a wonderful instructor for “Estate Planning in Your Retirement!”

Why Shane Loves What He Does

You don’t have to tackle
retirement planning alone

Let’s work together to help you learn about estate planning now. Then you can get back to doing what you love in retirement.

ENROLL

We are a fiduciary. Your best interests come first in everything we do.

We have a team of licensed financial planners who are ready to assist you in planning for your retirement holistically.

We are not CPAs or attorneys. However, if needed, we can refer you to a network of people we trust.

We look forward to seeing you in the course!

SCHEDULE A FREE CONSULTATION

Providing for family, spending time with grandkids, traveling. You shouldn’t be wasting your golden years worrying about electric bills or the balance of your checking account. We’ve helped hundreds of people retire confidently and we can’t wait to do the same for you.

Schedule Now