You Only Retire Once - Make Sure You Do It Right!
You've spent decades building your retirement savings...
But do you know how much you'll be able to spend each month--and for how long?
If you're approaching or in retirement with at least $150K in savings, this is something worth understanding before making income decisions.
When withdrawals begin, taxes, sequence-of-returns risk, and account structure all play a role in how much income your savings can produce.
In this free workshop, we explain how retirement income planning works and what to consider when building a strategy.
Is This Workshop Right For You?
You have $150,000 or more in retirement savings
You want a clear income plan for retirement
You are concerned about running out of money
You want to reduce your tax burden in retirement.
In our retirement income planning workshop, you'll learn:
How to turn your 401(k), IRA, and savings into steady monthly income
The biggest income-draining mistakes retirees make (and how to avoid them)
How to plan for inflation, market volatility, and taxes so your money lasts
How to bring everything together into a clear retirement income plan that meets your needs
Led by professionals with 20+ years of experience helping individuals plan for retirement income.

Saturday May 20th at 10:00 Central

Live Q&A included
LIMITED SPOTS – Reserve yours now:
Fill up this form and we will send you a zoom link
https://forms.gle/eVPNZXd6R6oMfJ3r9