• Home
  • About
  • Fees
  • Schedule Intro Meeting
  • Strategic Directions
  • Curriculum
    • Class Catalog
    • (01) Investing in Fitness
    • (02) Legal Documents
    • (03) Social Security
    • (04) TIPS Ladder
    • (05) Investment Portfolio
    • (06) Taxes in Retirement
    • (07) Spending Capacity
    • (08) Medicare Enrollment
    • (W1) Roth Conversions
  • Recommended Resources
  • Intro Videos
  • Focus Areas
  • More
    • Home
    • About
    • Fees
    • Schedule Intro Meeting
    • Strategic Directions
    • Curriculum
      • Class Catalog
      • (01) Investing in Fitness
      • (02) Legal Documents
      • (03) Social Security
      • (04) TIPS Ladder
      • (05) Investment Portfolio
      • (06) Taxes in Retirement
      • (07) Spending Capacity
      • (08) Medicare Enrollment
      • (W1) Roth Conversions
    • Recommended Resources
    • Intro Videos
    • Focus Areas
  • Home
  • About
  • Fees
  • Schedule Intro Meeting
  • Strategic Directions
  • Curriculum
    • Class Catalog
    • (01) Investing in Fitness
    • (02) Legal Documents
    • (03) Social Security
    • (04) TIPS Ladder
    • (05) Investment Portfolio
    • (06) Taxes in Retirement
    • (07) Spending Capacity
    • (08) Medicare Enrollment
    • (W1) Roth Conversions
  • Recommended Resources
  • Intro Videos
  • Focus Areas

Retirement Financial Planning Classes at ORPS hosted by Ty Rollins (Lot 2)

These are free educational classes.


Please email  ty@tyrollins.com with any questions or to RSVP (optional)  


(You may also click the button below.)

Send email with questions or to RSVP (optional)

Weekly Topics

Starting Thursday, January 8th

  1. Introduction and Overview
  2. Health is Wealth - Investing in Fitness
  3. Legal Documents (Revocable Trust, POAs, Healthcare Directives)
  4. Social Security
  5. Protecting Essential Expenses with TIPS (Treasury Inflation Protected Securities) 
  6. Portfolio Allocation and Asset Location within Envelopes (buckets)
  7. Tax Planning
  8. Spending Capacity / Retirement Paycheck using Income Lab

Schedule Details

Thursday January 8th

Introduction and Overview

1:30 pm

-

2:30 pm

La Palma Corner Room

Event Details

Thursday January 8th

Introduction and Overview

If  you missed the Introduction and Overview class, you may want to check out the previously recorded introductory videos

1:30 pm

-

2:30 pm

La Palma Corner Room

Thursday January 15th

Investing in Fitness

1:30 pm

-

2:30 pm

La Palma Corner Room

Event Details

Thursday January 15th

Investing in Fitness

Quotes

  • Health is Wealth 
  • The best retirement investment we can make is in our health 
  • If you are bored with fitness, you are doing it with the ...

Event Details

1:30 pm

-

2:30 pm

La Palma Corner Room

Thursday January 22nd

Legal Documents (Revocable Trust, POAs, Healthcare Directives)

1:30 pm

-

2:30 pm

(One time change) La Palma East Room

Event Details

Thursday January 22nd

Legal Documents (Revocable Trust, POAs, Healthcare Directives)

Legal Documents

  • Pour Over Will
  • Revocable (Living Trust)
  • Advance Health Care Directive
  • Durable Power of Attorney

Financial Planning Focus Areas

  • Nam...

Event Details

1:30 pm

-

2:30 pm

(One time change) La Palma East Room

Thursday January 29th

Social Security

1:30 pm

-

2:30 pm

La Palma Corner Room

Event Details

Thursday January 29th

Social Security

Maximizing Social Security

Social Security is a lifetime, inflation-adjusted paycheck where timing, marriage, and taxes can make a big differ...

Event Details

1:30 pm

-

2:30 pm

La Palma Corner Room

Thursday February 5th

Protecting Essential Expenses with TIPS (Treasury Inflation Protected Securities)

1:30 pm

-

2:30 pm

La Palma Corner Room

Event Details

Thursday February 5th

Protecting Essential Expenses with TIPS (Treasury Inflation Protected Securities)

TIPS can be used to fund 5 to 7 years of essential expenses, helping protect purchasing power and allowing the rest of the portfolio to stay...

Event Details

1:30 pm

-

2:30 pm

La Palma Corner Room

Friday February 20th

Portfolio Allocation and Asset Location within Envelopes (buckets)

1:30 pm

-

2:30 pm

La Palma Corner Room

Event Details

Friday February 20th

Portfolio Allocation and Asset Location within Envelopes (buckets)

How Investment Income Is Taxed 

  • Qualified vs. Non-Qualified Dividends
  • Short-Term vs. Long-Term Capital Gains
  • Inefficient Taxable Interest in Br...

Event Details

1:30 pm

-

2:30 pm

La Palma Corner Room

Thursday February 26th

Taxes in Retirement

1:30 pm

-

2:30 pm

La Palma Corner Room

Event Details

Thursday February 26th

Taxes in Retirement

How Investment Income Is Taxed  

  • Qualified vs. Non-Qualified Dividends
  • Short-Term vs. Long-Term Capital Gains
  • Inefficient Taxable Interest in B...

Event Details

1:30 pm

-

2:30 pm

La Palma Corner Room

Thursday March 5th

Spending Capacity / Retirement Paycheck

1:30 pm

-

2:30 pm

La Palma Corner Room

Thursday March 5th

Spending Capacity / Retirement Paycheck

1:30 pm

-

2:30 pm

La Palma Corner Room

Copyright © 2026  Ty Rollins - All Rights Reserved.

  • Home
  • About
  • Fees
  • Schedule Intro Meeting
  • Strategic Directions
  • Recommended Resources
  • Intro Videos
  • Focus Areas

Powered by

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept