How to Avoid Costly Financial Mistakes and Thrive During Retirement

You and your guest are cordially invited to attend a very special workshop for local residents who are nearing retirement or who have recently retired. This informative and entertaining event fills quickly and is ABSOLUTELY COMPLIMENTARY with no obligation, and nothing will be sold.

During this event, we will show you techniques and strategies to help you preserve your capital, aim to get more income, find ways to decrease your risk and reduce your tax burden. You may potentially find out what the government and other advisors don’t want you to know. Learn about the Big Beautiful Bill and its impact on your retirement. Best of all, you will leave with valuable information you can act upon immediately.

You Will Learn:

• How to legally reduce your lifetime tax bill using today's tax code.
• The impact of the 2026 law changes (when current tax cuts expire)
• How to avoid the "widow's penalty" and protect a surviving spouse's income.
• What IRMAA penalties are and how to avoid them.
• Why ROTH conversions may be your most powerful retirement tool.
• How to pass wealth to your heirs tax-efficiently - avoid leaving them a tax bomb!
• The role of charitable giving strategies in tax planning that will benefit you.
• Why the IRS is your silent partner in retirement and how to reduce or illuminate that exposure.
• How to create strategies designed to help you outlive your assets and thrive beyond.
• Why reducing taxes is so important in pre-retirement and in retirement.
• Maximizing your Social Security benefits with proper analysis and planning - so, the IRS does not tax it unnecessarily.
• Why it is never too early or too late to plan for retirement income.
• Will you be able to leave a meaningful legacy—and is it truly protected to go where you intend?
• How sequence withdrawals from IRAs, Roths, and taxable accounts for maximum efficiency.
• How to build a plan that integrates income, tax, estate, medical needs, and risk strategies seamlessly.