Confluent Retirement Masterclass Series
Retire Smarter, Not Just Older
Welcome to the Confluent Retirement Master Class. Your go-to course for building a confident, data-driven and intentional retirement plan.
Whether you’re years away or already approaching the finish line, this 7 part series breaks down what it really takes to retire successfully in today’s world. You’ll learn real steps to build financial independence through expert insights, practical tools, and actionable advice to help you take control of your financial future, without the noise or hype.
Get the entire retirement masterclass series now!
Enter your contact info and receive the entire 7 part retirement masterclass series directly to your email inbox, so you can watch them whenever and wherever you need on your journey to build a powerful retirement.
7 videos. Every aspect of retirement planning
Retirement is a marathon, not a sprint. That means every aspect deserves your attention but it doesn’t need to be all at once. We broke retirement down into 7 major categories that all build off each other to create a potent strategy and turned them each into an easily digestible video for you to have at your disposal.
Perfect for the DIY retirement journey
If you are someone always looking for an edge over the rest of the crowd, then this series is for you. Retirement involves a lot of moving pieces from timelines, to risks, to asset allocations to managing multiple accounts. Tackling all of these things alone can leave you behind the ball; or worse, it could leave you exposed. With this free masterclass series, you will learn:
✅ Why retirement is a math problem, not just an age
✅ How to calculate your retirement number
✅ Common myths that sabotage long-term wealth
✅ Smart investment and income strategies for retirement
✅ How taxes, inflation, and longevity affect your plan
✅ Real steps to build financial independence
Now that you've got retirement covered, let's level up the rest
Stock selection in-depth
A smart stock investment approach offers a wide variety of customization and flexibility to invest your money as you see fit.
Click below to explore the full landscape of our active investment approach and see how the stock selection and risk management strategy can revolutionize your investment approach and bolster any portfolio.
Active management case study
We understand that before investing your hard-earned money, you need to see all the facts to make an informed decision. This includes examples of what the investment might look like.
That’s why we published a case study to show scenarios applicable to the real world in which an active investment strategy would be a powerful investment choice.
Visit our free resource library
Our team is dedicated to helping every investor achieve their financial goals, no matter what they are. As a part of this mission, we have a library of resources that cover a wide variety of investment related topics.
Whether you are interested in long-term financial planning, retirement planning, risk management or growth strategies, we have you covered.