This Class Is for Educational Purposes Only, No Products or Services Will Be Offered

The Retirement Masterclass™

NOW BEING OFFERED ONLINE

If you’re like most hardworking Americans, you don’t want to work forever, and retirement is something you’re looking forward to enjoying. Chances are you’ve seen the market go up and down over your career and you’re looking for strategies to help create a durable, inflation-protected income plan to last throughout a lifetime. We know that retirement isn’t just about your money, it’s about your life!
We believe that sound financial planning is rooted in education. That’s why at The Retirement Masterclass™ we offer virtual retirement workshops. These comprehensive events are sponsored by local universities and community centers and cover all aspects of retirement planning. With unique events focusing on Social Security, Taxes, and Successful Retirement Strategies™, there’s something for everyone. Our goal is to help to ensure you enter your retirement with your best foot forward.

AS FEATURED IN

Alex Goldberg CFP®️

Co-Founder of Periscope Wealth Advisors

MEET YOUR INSTRUCTOR

Instructed by Periscope Wealth Advisors Co-Founder Alex Goldberg, CFP®️, these classes are open to individuals and communities nationwide. 

Stay informed about tax planning in retirement, today’s economic climate, market changes, investment strategies, tax strategies, and more by joining Alex at one of our workshops. 

Register today to get started & reserve your seat for one of our upcoming workshops.

WHAT TO EXPECT

AT THIS EDUCATIONAL EVENT, WE WILL BE COVERING…

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TESTIMONIALS

HEAR WHAT OUR CLASS ATTENDEES THINK

⭐⭐⭐⭐⭐
Rated 5 Stars By 25+ Attendees!
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COURSE PREVIEW

“MOST PEOPLE MUST MAKE CRUCIAL DECISIONS ABOUT THEIR RETIREMENT PLANS WHEN THEY RETIRE. IN MANY CASES, THE DECISIONS CANNOT BE REVERSED.”

Below is a preview of what topics are covered during The Retirement Masterclass™.
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FREQUENTLY ASKED QUESTIONS

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THE RETIREMENT MASTERCLASS™

LEARN HOW TO LOWER TAXES And MAXIMIZE YOUR RETIREMENT INCOME

Live Online Financial Classes Instructed by Alex Goldberg, CFP®

In This Class, You’ll Learn How To:
  • Reduce taxes on retirement income.
  • Maximize Social Security benefits.
  • Structure your investment portfolio for retirement.
  • Create a reliable income stream that lasts.
  • Avoid running out of money in retirement.
Upon Purchase, You Will Receive:
  • Registration To The Retirement Masterclass™.
  • Access to a live Q&A with a CFP®.
  • Two class workbooks mailed directly to your door.
  • Optional 1-on-1 session with your CFP® instructor.
  • FREE guest ticket for a spouse or friend.
Class Price
$29.99
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$29.99 total. Covers you and a guest. Educational only, nothing sold in class.

Have a question? 

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow-up consultation where financial products may be presented or offered. This presentation has not been endorsed by the Social Security Administration. The Financial Advisor presenting this event are not affiliated with the Social Security Administration or any other governmental organization.
The Retirement Masterclass™ | Copyright © 2026 | All Rights Reserved
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