Upcoming Classes for Investors

Upcoming Classes

At Yields for You we are on a mission to help one million people retire with financial security. One of the biggest ways we do this is through FREE and paid financial education and resources. Below is a list of our upcoming classes.

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How To Ethically
Pay Zero Taxes in Retirement

Want to know how to pay zero taxes in retirement without locking your money up in an annuity? Join Enrolled Agent with the IRS, Leibel Sternbach as he walks you through step-by-step how to reduce your taxes in retirement.

How To Get The Most From Social Security

Confused by Social Security? Join National Social Security Advisor, Leibel Sternbach and discover what benefits you are entitled to and to make the most of your benefits.

How To Create Predictable Income in Retirement Without Buying an Annuity!

Don't let Wall Street or the Fed dictate your retirement. Discover a simple strategy for protecting your life savings from continued market volatility.

START YOUR 321 PLAN

The 321 Plan is a step-by-step process for creating a personal retirement plan that will hep you MAXIMIZE your income, PROTECT your savings from: taxes, inflation, and market volatility...without locking your money up in expensive insurance policies.

Select Your Learning Style to begin...

Read

Read the step-by-step guide and discover how to implement this in your life.

Download

Watch

Take the course and use the included worksheets to implement the 321 Plan.

View Course

Create

Use our wizard to help you create your 321 Retirement Plan.

Start Your Plan

On-Demand & Paid Courses

The 321 Plan

Free

Estate Planning 101

It’s probably simpler than you think, but it can make a world of difference for your loved ones. In this week’s episode, we dive into the often-neglected aspects of estate planning that can have a profound impact on your family’s future. 🏡💼 🌟 In this course, you will learn: The critical elements that complete an estate plan 📝 How to avoid common pitfalls that can lead to family disputes 🚫 Strategies for ensuring your final wishes are respected and honored 🕊️ Tips for crafting a plan that stands strong, even when life is unpredictable 🛡️ Don’t let your hard-earned legacy become a burden for your family. Take control today and ensure a secure, loving future for your loved ones. ❤️

Free

VIP Full Access Pass

Get FULL access to EVERY course, book, guide, and resource. Plus: VIP access to LIVE webinars and Email Support.

$29.00 USD every month

How to Find a Great Financial Advisor

Navigating the financial world can be daunting. Discover what you need to know so you can find the perfect advisor for you.

Free

The Simple Path to a Golden Retirement

What does it take to go from working to happily retired? Discover what you need to know and do to retire with confidence?

$37.00 USD

Risks & Opportunities in Your Account Statements

Learn how to read your account statements. Uncover your true risk and discover tax-saving opportunities.

$9.97 USD

Investing 101 Class

Confused by all the options out there? This course will teach you everything you need to know in order to make smart investments or hire the right people to manage your money in retirement.

$97.00 USD

How to Ethically Pay Zero Taxes in Retirement

Discover how taxes change in retirement. Learn how to MINIMIZE your taxes in retirement and STRETCH your savings so you don't run out of money in retirement.

$297.00 USD every year

Social Security Maximization Course + Bonuses

Learn The 4 Social Security Benefits you are entitled to and how to verify you are getting the right amount! Understand Your Filing Strategies and how they impact your benefits and your spouse's benefits. Getting Started Checklist to avoid the common mistakes people make when claiming benefits.