logo main

Retirement Planning Today

Now being conducted at ISU University Place, Idaho Falls | 2 night course

ISU University Place | CHE Building | 1776 Science Center Drive | Idaho Falls | Idaho | November 7 & 14, 2023 | 6:00 p.m. – 9:00 p.m.

Attendees will receive an accompanying textbook to follow along and to use for future reference..

Attend this course and learn how to:

  • What to know so you don’t outlive your retirement assets
  • Strategies to combat inflation in retirement
  • Understand taxes and how they impact your retirement plan
  • Is early retirement a reality in today’s economy
  • How to manage 401(k) distributions and RMD’s
  • Maximize social security benefits
  • Create & implement a retirement budget
  • Differentiate life insurance needs
  • Assess your risk and costs of long-term care

journey retirement plan services llc

Education for Adults

Why is financial education important.

Due to the current political and economic climate, many people worry about the future. We’ve recently experienced major tax law changes, international conflicts that threaten our stock market, and an uncertain future for social security. Compound those headwinds with a massive increase with inflationary rates, the need for sound financial strategies has never been greater. This course explains financial foundations, principles, and strategies that will empower you to make informed financial decisions. Whether your objective is to protect your wealth from volatility and taxes, grow your wealth to sustain your lifestyle, or ensure your wealth goes to your loved ones (not the IRS), this course helps you plan your future with confidence.

You will learn about various retirement investment vehicles as well as the advantages and disadvantages of each. You will discover how to save money on taxes, manage investment risks and protect your assets from potential long-term healthcare expenses. This course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.

WHAT IS THE DIFFERENCE BETWEEN INFORMATION AND EDUCATION?

There is no shortage of voices shouting (through radio, internet, and television) all of today’s trendy financial fixes or short-cut approaches at you. The reality is that most of these ads are “marketing hooks” and it is difficult to use their information to make truly informed decisions or create a plan for your retirement. This course will teach you how to differentiate between the voices trying to help you and the ones trying to help themselves. It will deliver comprehensive, objective knowledge you can easily apply. When it comes to important subjects like retirement planning, it makes sense to get competent advice from a credible source.

WHO SHOULD ATTEND?

This course is designed for people who are nearing retirement, or who have just retired. It is designed for those who have worked hard to build a nestegg and who care about efficiencies, taxes, and creating and maintaining a comfortable lifestyle in retirement. It’s for individuals who have spent a lifetime saving for retirement and want to know “what now?”, “Have I saved enough?”, or “How do I transition from working for my money to having my money work for me?”

journey retirement plan services llc

Questions about the course? Call us at 208.552.9169

journey retirement plan services llc

What retirement dreams do you have? Our team at Journey Financial is dedicated to helping you achieve those dreams, whether big or small. Let's navigate your financial journey together.

401k Sponsoring company profile

Journey retirement plan services 401k plans, potentially related companies.

logo_final-350

Connect with us

Journey Wealth Management: Your Source for Resources

Our goal is simple — we want to provide you with valuable information you can use to make smart financial decisions. Watch or download any of our free resources to get started.

webinar-family-night-small

Family Night: Estate Planning Mistakes (And How to Avoid Them)

webinar-optimize-ssb

Strategies to Optimize Your Social Security Benefits

webinar-series-I-bonds

Journey Wealth Management Guide to Series I Bonds

webinar-tax-storm

Retirement Tax Storm

webinar-federal-mistakes

Federal Mistakes Guide

webinar-no-compromise

Your No Compromise Retirement

Annuities_The-Good-The-Bad-and-The-Ugly_Seminar-Slides_DL

Annuitites - The Good, The Bad, & The Ugly

Wealthwize videos.

what-are-annuities

What Are Annuities?

taking-ssb-early

Taking Social Security Benefits Early

what-is-403b

What Is A 403(b) Plan?

Free guides.

inflation-retirement

Inflation and Your Retirement

Estate Planning Brochure

The Greatest Gift: Outline Your Wishes With an Estate Plan

take-charge-taxes

Take Charge of Your Taxes

recession-rob

Will a Recession Rob Your Retirement

what-when-who-how

What, When, Who, How? The Social Security Decisions

paying-too-much-taxes

Are You Paying Too Much in Taxes in Retirement?

Get access to our resource library.

  • Name * First Last
  • Phone Number *
  • Email Address *
  • Name This field is for validation purposes and should be left unchanged.

no-compromise-book

The No-Compromise Retirement Plan

holistic-retirement-book

The New Holistic Retirement

new-rules-book

The New Rules of Retirement Saving

journey retirement plan services llc

Roy Gagaza Reflects on Strategies to Survive Down Markets

June 24, 2022

journey retirement plan services llc

The Big Retirement – Was it a Good Idea?

journey retirement plan services llc

Roy Y. Gagaza Reveals Why Income Planning Is So Important for Retirees

June 9, 2022

journey retirement plan services llc

Worried About High Inflation? Financial Professional Roy Gagaza Takes a Look at How Inflation can Impact Wealth.

journey retirement plan services llc

Roy Gagaza Provides Advice on Tax Planning

May 28, 2022

journey retirement plan services llc

Roy Y. Gagaza Discusses the Long-Term Implications of Rising Inflation

May 25, 2022

journey retirement plan services llc

How to Assess Your Need for Long Term Care Insurance: Roy Gagaza Shares His Tips

May 22, 2022

journey retirement plan services llc

March 2, 2022

journey retirement plan services llc

Roy Gagaza shares 7 steps for successful estate planning

Sept. 10, 2021

  • Next »

Access your account

I have a retirement savings account, i'm a plan sponsor, i'm a financial professional, what’s your role, forgot your password.

Please enter the email address you used when registering.

Please check your email for password reset instructions.

Email resent

An error occurred while processing your request. Please try again later.

Two-step verification

In order to change your password, we need to verify your identity. We have sent an authorization code to the email address on file.

Enter the 6-digit code sent to your email

Please create a new password

Show password

Hide password

  • Must be at least 9 characters long
  • Must have at least one capital letter
  • Must have a number
  • Must have a special character
  • Cannot contain any characters that repeat more than twice
  • New passwords fields must match

Password successfully reset.

In order to change your phone number, we need to verify your identity. We’ll send an authorization code to your email on file

Please enter you new phone number

Your account phone number has been changed successfully, log in to your dashboard, other logins for account holders.

journey retirement plan services llc

Invalid login

Enter your password to login.

To verify your identity, we need to send an authorization code to the email address on file.

Confirmed. Welcome back.

Please enter a valid phone number..

We need a phone number to keep your account secure. We'll send you a code to validate your phone number right now.

Enter your email address

We need a little more information., confirm your email address.

We have sent an email to {0}. Click the link in the email to finish setting up your dashboard

Insight and tools to help participants on their journey to retirement

Our State of the Participant viewpoints focus on measures of retirement readiness, participant investment activity, and behaviors that may affect outcomes. Learn how to help participants with our suggested tools for addressing these factors in your plan.

Get to know SECURE 2.0

SECURE 2.0 Act contains many provisions that may affect your retirement program. We'll help you sort through the legislation and keep your plans in compliance.

Stress, finances, and well-being

In our ninth annual survey of American workers, we uncovered how people are feeling in an uncertain economic climate—and the types of support that can help make a difference.

State-facilitated retirement plans 

Many states have enacted state-sponsored retirement programs. We've compiled information on all the different programs and how these plans can help you build your retirement plan practice.

Resources to help fiduciaries

We can help you understand your role as a plan fiduciary under ERISA and support your ability to make prudent decisions with an extensive collection of fiduciary resources. 

Tips for handling market volatility

Whether you have a John Hancock retirement plan or not, we can help you educate participants about the ups and downs of the stock market.

Forces that help shape the U.S. economy

Insight from Manulife's economists and investment specialists to help keep you informed.

  • Insight from Manulife's economists and investment specialists to help keep you informed.</p> . Read up on U.S. elections and the stock market" class="simpleBanner2__link"> Read up on U.S. elections and the stock market
  • Insight from Manulife's economists and investment specialists to help keep you informed.</p> . Read our global economic outlook" class="simpleBanner2__link"> Read our global economic outlook
  • Insight from Manulife's economists and investment specialists to help keep you informed.</p> . Read our market outlook" class="simpleBanner2__link"> Read our market outlook

Financial professionals

  • Log in/Sign up

JOURNEY RETIREMENT PLAN SERVICES, LLC

  • 3001 ORCHARD VISTA SUITE 240 GRAND RAPIDS MI 49546
  • United States

Recent filings for JOURNEY RETIREMENT PLAN SERVICES, LLC

see all filings

Latest Events

Corporate grouping user contributed.

Problem/question about this data? Click here

For access please Log in / Sign up

Apelsin Hotel

journey retirement plan services llc

View prices for your travel dates

  • Excellent 18
  • Very Good 9
  • All languages ( 43 )
  • Russian ( 37 )
  • English ( 4 )
  • German ( 1 )
  • Italian ( 1 )

journey retirement plan services llc

" DIR: West; bigger nice evening sun but louder due to main street DIR:East; Quiter, very bright in the morning if sun rises "

Own or manage this property? Claim your listing for free to respond to reviews, update your profile and much more.

APELSIN HOTEL - Reviews (Elektrostal, Russia)

IMAGES

  1. INPRS: Retirement Journey

    journey retirement plan services llc

  2. Retirement Planning

    journey retirement plan services llc

  3. Retirement Planning Software

    journey retirement plan services llc

  4. INPRS: Retirement Journey

    journey retirement plan services llc

  5. Retirement Journey Framework

    journey retirement plan services llc

  6. RPS Benefits by Retirement Plan Services, LLC

    journey retirement plan services llc

VIDEO

  1. Important mistakes to Avoid in Retirement planning! Have you made them?

  2. Do you have a Retirement plan that works? most people dont

  3. RETIREMENT PLANNING EXPERT

  4. Planning for retirement

  5. Retirement Planning

  6. What Are You Retirement Plan?

COMMENTS

  1. Journey Retirement Plan Services

    A Solid Core. With over fifty years of combined experience in the 401 (k) Qualified Plan field, Journey Retirement Plan Services is staffed to meet individual and business needs, answer questions, provide training, and maintain a Retirement Plan with efficiency and attention to detail. We will assist every business in tailoring their retirement ...

  2. Journey Retirement Plan Services

    Plan Document Design. With years of experience, Journey is uniquely positioned to assist in assisting it's clients in finding the right solutions for their Retirement Plan needs. As an independent Third Party Administrator, you can be sure to receive unbiased solutions and recommendations that will keep you in compliance with all regulations ...

  3. Home

    As Fiduciary Advisors, our clients understand their plans and how to achieve their goals. Together, we uncover the relevant facts about your plan to offer recommendations and strategies to implement them. Whether you're just beginning your journey to retirement or are already there, we can help you take the first steps on your journey to ...

  4. JOURNEY RETIREMENT PLAN SERVICES LLC

    Find company research, competitor information, contact details & financial data for JOURNEY RETIREMENT PLAN SERVICES LLC of Belmont, MI. Get the latest business insights from Dun & Bradstreet.

  5. Journey Retirement Plan Services

    Who is Journey Retirement Plan Services. With over fifty years of combined experience in the 401(k) Qualified Plan field, Journey Retirement Plan Services is staffed to meet individual and business needs, answer questions, provide training, and maintain a Retirement Plan with efficiency and attention to detail. e will assist every business in tailoring their retirement plan to meet changing ...

  6. Retirement Planning

    Together, we will plan for achieving your financial goals and maintaining your standard of living throughout retirement. We want you to approach retirement confidently, knowing that we have assessed your risks and considered all of the "what-ifs". Besides Retirement Planning, Journey Financial Services also offers comprehensive Estate ...

  7. [Login]

    Remember me on this device. Note: The password is case sensitive. If you fail to login three consecutive times your account could be disabled.

  8. Our Team

    Journey Financial Services is an independent investment and advisory team that is founded on old fashioned principles of personalized service, attention to detail, and value. In practice, we offer investment management, retirement plans, and estate planning to smart and savvy investors who are looking for more from their portfolios and advisors.

  9. Services

    Estate Planning. Getting help with your estate planning needs has never been easier. From wills and trusts to healthcare and financial power of attorney directives, we make it simple. Services Investment Management Our ultimate goal is to help our clients to understand and have confidence in the high-quality assets they own - even during ...

  10. Education

    Investment Advisor Representatives with and Advisory Services offered through Journey Retirement Planning and Investment Management, a SEC Registered Investment Advisor. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice.

  11. 401k plan information for JOURNEY RETIREMENT PLAN SERVICES

    JOURNEY RETIREMENT PLAN SERVICES has sponsored the creation of one or more 401k plans. Company Name: JOURNEY RETIREMENT PLAN SERVICES: Employer identification number (EIN): ... JOURNEY RETIREMENT PLAN SERVICES, LLC 401(K) PROFIT SHARING PLAN: 2013-07-01: 2013-07-01: 002: JOURNEY POOLED EMPLOYER PROFIT SHARING 401(K) PLAN: 2021-01-01:

  12. Journey Financial Services

    Journey Financial Services | Login - Wealth Access

  13. Journey Wealth Management, LLC

    We use a variety of insurance products and services, to help you address your financial needs and plan for retirement. ... LLC dba: Journey Wealth Management and Insurance Services, LLC - an affiliated company - is an independent financial services firm offering insurance services only; CA: 0L87925, HI: 458231. ...

  14. Retirement plan services

    Insight and tools to help participants on their journey to retirement Our State of the Participant viewpoints focus on measures of retirement readiness, participant investment activity, and behaviors that may affect outcomes. ... John Hancock Retirement Plan Services LLC provides administrative and/or recordkeeping services to sponsors or ...

  15. Journey Retirement Plan Services

    Journey Retirement Plan Services Profile and History. With over fifty years of combined experience in the 401 (k) Qualified Plan field, Journey Retirement Plan Services is staffed to meet individual and business needs, answer questions, provide training, and maintain a Retirement Plan with efficiency and attention to detail. e will assist every ...

  16. Retirement Services & Solutions

    Insurance products issued by Massachusetts Mutual Life Insurance Company (MassMutual) (Springfield, MA 01111-0001) and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (Enfield, CT 06082). MassMutual offers a range of retirement products, including annuities and IRAs. Explore our variety of solutions to ...

  17. Journey Retirement Plan Services Llc

    Journey Retirement Plan Services Llc is located at 3001 Orchard Vista Dr SE in Grand Rapids, Michigan 49546. Journey Retirement Plan Services Llc can be contacted via phone at (616) 558-9491 for pricing, hours and directions. Contact Info (616) 558-9491; Questions & Answers

  18. Voya Financial

    Step 1: Learn more about the benefits of saving and investing in your retirement plan. Step 2: Learn how to enroll with our easy online experience. Step 3: Learn how to register and log in to your online account and all of the tools and resources you'll have access to. Step 4: Once your account is registered, take a deeper dive into how to ...

  19. JOURNEY RETIREMENT PLAN SERVICES, LLC :: Michigan (US)

    Free and open company data on Michigan (US) company JOURNEY RETIREMENT PLAN SERVICES, LLC (company number 801688601), 3001 ORCHARD VISTA SUITE 240 GRAND RAPIDS MI 49546

  20. ALT LLC Company Profile

    Industry: Computer Systems Design and Related Services , Wired and Wireless Telecommunications (except Satellite) , Electronics and Appliance Retailers , Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services , Custom computer programming services See All Industries, Telephone communication, except radio ...

  21. AVIS LLC Company Profile

    Industry: Miscellaneous Nondurable Goods Merchant Wholesalers , Glass and Glass Product Manufacturing , Specialized Freight Trucking , General Freight Trucking , Other Support Activities for Transportation See All Industries, Nondurable goods, nec, Flat glass, Products of purchased glass, Moving services, Trucking, except local Transportation ...

  22. LLC "TFN" Company Profile

    llc "tfn" d&b business directory home / business directory / retail trade / sporting goods, hobby, musical instrument, book, and miscellaneous retailers / other miscellaneous retailers / russian federation / moscow region / elektrostal / llc "tfn" llc "tfn" get a d&b hoovers free trial.

  23. APELSIN HOTEL

    In our restaurant you may enjoy various meals and high standard of services. All this demonstrates that hotel complex "Apelsin" in the Elektrostal town is the best what our town can offer for leisure and business travelers. ... This review is the subjective opinion of a Tripadvisor member and not of Tripadvisor LLC. Tripadvisor performs ...