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The Last Paycheck Academy

People learn best with peers, discussing real-life planning techniques in a supportive setting. Let’s see if this program is the right fit for you.


Who It's For:

  • Nearing retirement & need a plan
  • Unsure about Social Security & taxes
  • Want guidance without figuring it out alone

What You’ll Get:

  • Live virtual workshops on Social Security, taxes, investments & healthcare
  • One-on-one consultation with a personalized financial plan
  • Interactive private group chat to connect with peers, share real-world strategies, and learn from others—without sharing personal financial details

How It Works:

  • Runs twice a year – limited spots available
  • One-time cost: $400
  • Includes live sessions, a private consultation, & group chat discussions


➡ BOOK A CALL TO DISCUSS IF THIS PROGRAM IS RIGHT FOR YOU!

Check the background of this firm/advisor on FINRA’s BrokerCheck.