Retirement Income Planning, Taxation and Design

This event is limited to the first 20 guests. Once we reach the limit, we will put you on a waitlist for this or future event. 

This workshop is specifically designed for individuals and couples who are close to retirement or in retirement. What should you expect to discover?

How to engineer and design the most efficient and effective plan and income streams from your retirement assets.

• How to minimize the impact of taxes on your retirement income
• Why most people will not be in a lower tax bracket when they retire.
• Social Security, when is the best time to start and how does it affect my taxable income
• Strategies to never outlive your nestegg and create an income for life
• Should you wait for Required Minimum Distributions or draw down your IRA or other retirement savings asset much faster
• The pros and cons of certain retirement income strategies and products

Protection of your assets, income and life. Learn how to protect your assets from disinheriting your spouse and heirs, using other peoples money!

• Long Term Care Solutions
• Permanent Life Insurance Solutions
• Lifetime Income Options

The Eroding Factors

How to minimize their negative impact on your retirement assets and income

o​​​ Taxes​

o Inflation

o Planned Obsolescence

o Technological Change

o Fees

o Costs

o others...​

This is an educational event and no products (investment or insurance) will be sold.

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Due to the nature of the content and everyone's specific situation being different, the topics around investment strategies will be discussed with a broad brush but no specific investments will be discussed in the workshops.​ All examples, interest rates, earnings rates, tax rates are hypothetical. Nothing should be taken as specific investment or planning advice for their own personal situation.