Events & workshops
Learn before you decide.
We host educational workshops on the real risks of retirement: income that lasts, tax-efficient distribution, and getting Social Security right. No sales pitch. Just clear answers to the questions that keep retirees up at night.
Upcoming sessions
Our next workshop dates are being scheduled.
Want first notice of the next session? Join the list and we will let you know as soon as a date is set. Prefer to talk one to one? Book a Discovery Session any time.
What we cover
- •Building an income floor that survives a down market
- •The first five years: the most important tax window of your life
- •Social Security: finding the right claiming strategy
- •Roth conversions without triggering IRMAA penalties
- •Why your portfolio may carry far more risk than you agreed to
