Two-Night Educational Event at Palmer Commons - University of Michigan
Retirement Masterclass
Event Details:
Location: Palmer Commons - University of Michigan - Boardroom 5
Dates:
Tuesday, October 13 AND Tuesday, October 20
OR
Thursday, October 15 AND Thursday, October 22
Time: 6:30 p.m. to 8:30 p.m.
Address: 100 Washtenaw Ave, Ann Arbor, MI 48109
Retirement planning has become more complex over the years. This educational course is designed to help attendees better understand many of the decisions people face as they prepare for retirement.
Planning for retirement involves many important decisions. This two-night workshop is designed to walk attendees through key retirement planning topics in a clear, easy-to-follow format.
What we’ll cover:
Retirement Income Considerations:
How different income sources such as Social Security, pensions, and personal savings are commonly discussed in retirement planning.
How the order of withdrawals from taxable, tax-deferred, and tax-free accounts is generally considered in retirement income planning.
An overview of different retirement income approaches and how they are commonly discussed.
Social Security Planning:
How Social Security claim timing is generally discussed and what factors are commonly considered.
How Social Security benefits may be taxed depending on other income sources — a commonly discussed retirement planning topic.
How married couples commonly approach Social Security planning as part of an overall retirement strategy.
Taxes & Retirement:
An overview of different types of retirement accounts, including how Roth IRAs are commonly discussed in retirement planning.
An introduction to IRMAA (Income-Related Monthly Adjustment Amount) and how Medicare premiums are generally discussed in relation to retirement income levels.
Estate Planning:
An overview of estate planning and legacy considerations as they are commonly discussed in retirement planning.
An introduction to inheritance planning topics such as Roth conversions, gifting, and trusts as they relate to retirement planning.
And much more!
This workshop is a comprehensive Retirement Workshop requiring a four-hour time commitment. A $29 tuition fee is required to attend. Attendees will be introduced to a broad range of retirement planning topics covered across both evenings.
Space is limited, so fill out the registration form here to reserve your seat today.
Event Registration
Seating is limited. Sign up today to guarantee your seat(s)!
By clicking “Register Now” I provide my express written consent to receive event updates, marketing calls or texts (by automatic dialer or otherwise), and emails from “My Path to Retirement”, its affiliates or representatives. I understand that my consent is not a condition of purchasing any property, goods, or services and that I may revoke my consent at any time. By attending this event, I understand that I may be contacted for a discussion of insurance & investment products or to enter into an advisory relationship.
Your Masterclass Doesn’t End When You Leave the Room
Your $29 registration includes the Retirement Masterclass Workbook — a comprehensive take-home resource designed to help you follow along during class and continue the conversation long after the event.
Retirement Timelines
See important retirement ages and milestones in one place — including key ages for retirement accounts, Social Security, Medicare, and Required Minimum Distributions.
Questions to Consider
The workbook doesn't just give you information. Throughout the chapters, you'll find questions designed to help you think about how each topic may apply to your own retirement.
Real-World Case Studies
See retirement decisions through practical scenarios — including situations involving Roth conversions, early retirement, Required Minimum Distributions, and income sequencing.
Worksheets & Planning Tools
Put pen to paper with resources designed to help organize your own financial picture. Includes net worth and cash-flow worksheets so you can begin turning concepts into something personal and useful.
Cheat Sheets & Take-Home References
You don't have to remember everything discussed in class. The workbook includes resources such as a 2026 Social Security Cheat Sheet along with reference material you can return to when questions come up later.
How To Get To Palmer Commons - University of Michigan
About Your Presenter:
Nick Bour
FOUNDER & CHIEF PLANNING STRATEGIST
Nick has been in the Financial services industry for over twenty years. His passion for the industry was weighed primarily in the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that follow them.
After working across several major companies throughout his career, Nick decided to build his own Firm to fully realize his vision for a business model that would arm clients with the knowledge and tools to plan for their tomorrow. Nick takes an informational approach to Financial planning. He aims to lead his clients down the right path while providing a complete picture of the road ahead. Part of his comprehensive process involves his team members and the unique skills they offer to best serve the clients of Inspire Wealth.
In addition to providing clear action steps, Nick encourages his clients to use their wealth as a tool to create memories along with a legacy enjoying the wealth they have built with their loved ones now and creating lasting memories before leaving it behind for future generations to inherit.
When it comes to making memories and family values, Nick likes to practice what he preaches. He and Jen, his wife of twenty two years, enjoy spending time at their family cottage on Long Lake with their two children, Toby and Olivia. They enjoy all sorts of quality time, from off-roading on the trails to relaxing sunsets. For Nick, helping his clients achieve the comfort and confidence to enjoy their wealth with their family, as he does, is his life's greatest passion.
Any Questions Regarding This Event Call:
810-226-0477
Frequently Asked Questions
Is there a cost to attend?
This workshop is a comprehensive Retirement Workshop requiring a two-day, four-hour time commitment. A $29 tuition fee is required to attend.
Do I need to bring anything?
No, you will be provided with pen and paper to take notes.
Will any investments or investment products be discussed?
No there will not be any discussion of any investments whatsoever.
Will I be pitched or sold anything?
No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.
Is this sponsored by the Social Security administration?
The Presenter is not affiliated with the Social Security administration or any other government agency
Financial Planning & Investment Advisory services offered through Inspire Wealth Advisory, a Michigan registered investment adviser. Please be advised that you may conduct securities transactions only by speaking directly with your investment adviser representative either by phone or in person. Requests for securities transactions via email will not be executed. To help protect your privacy, we strongly suggest that you avoid sending sensitive information, such as account numbers or social security numbers, via Email.
GET IN TOUCH
MAILING ADDRESS
Inspire Wealth
810-226-0477
My Path to Retirement
505 North 210th Street
Elkhorn, NE 68022
PHONE NUMBER
Phone: 810-226-0477
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.