FREE live interactive workshop:

12 Ways To Add 1.57% to 2.99% to Your Retirement Planning!

How would you like another 1.57% to 2.99%? For most people, it’s lifechanging! 

The Event details:

Day & Time: 6pm March 31st, 2020
Location: 7060 W Windmill Ln, Las Vegas, NV 89113

Seating is limited to 22 people so make sure you reserve your seat early!

How does more retirement travel, fun, adventure, and leaving a bigger legacy sound?

For most people, that’s what an extra 1.57% to 2.99% can do for them! But don’t just take my word for it, those numbers came from Morningstar and Vanguard studies. 


  • The 5 Morningstar strategies which can add up to 1.57% per year
  • The 7 Vanguard strategies which can add up to 2.99% per year
  • How you can implement these very same strategies on your own

Will you sacrifice your quality of life . . . Or create both a memorable and purposeful retirement?

In this handy workbook you’ll find:

  • An explanation of each Morningstar strategy
  • An explanation of each Vanguard strategy
  • What each strategy can add in value to your retirement
  • What you need to implement these 12 tactics on your own

This FREE LIVE INTERACTIVE WORKSHOP will help you master your retirement and do so with massive money confidence!

Hi, I’m Greg!

I won’t bore you with my background because frankly . . . it’s boring!

What I will do it help you, teach you, and guide you on how to make the most of your retirement money. I’ll help you gain clarity, alleviate your fears, create and live the retirement of your dreams!

Watch and learn

As I teach you these tips, tactics, and strategies to make the most of your retirement finances:

We'll review a live case study together

You can take notes and set reminders in the FREE workbook

Ask questions on how each topic may relate to your retirement situation

There’s no better way to learn than by seeing these strategies in practice LIVE, taking notes, and asking questions! I want you to be able to master these tactics and implement them in your own personal retirement plan!


What does it cost?

NOTHING! This is a FREE event designed to help those nearly or newly retired increase their personal financial and retirement performance.

How long is the event?

This workshop is about an hour long.

Who should attend this workshop?

The 5 Morningstar and 7 Vanguard strategies are specifically for those who are either nearly or newly retired with at least $500,000 in their investment portfolio.

What's the catch?

There is no catch! The truth is these are fairly sophisticated strategies, and we hope some day you may decide to have us implement them for you.

For more than 25 years I’ve taught thousands of people how to create and live both a memorable—and purposeful—retirement. Most importantly, I’ve taught them how to do so with MASSIVE MONEY CONFIDENCE! 

My goal is to teach you the very same tips, tools, and tactics that professional retirement planners have used to help their clients reach every retirement dream they’d ever hoped for!

– Greg Phelps

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