An evening walk-through of the five areas that decide whether a retirement plan holds: income, investments, taxes, healthcare and estate.
We keep these sessions small on purpose. There is no sales presentation and no product pitch — the hour is spent on the decisions in front of you, with room to ask the question you came in with.
Come as you are, and bring a spouse or a friend who is weighing the same choices. If you’d rather talk one-on-one afterward, we hold time open at the end of the evening.
Agenda
First 20 – Where the plan usually breaks, with examples from real household numbers.
Next 30 – Working through the decision in order — what to do first, and what can wait.
Last 20 – Open questions from the room.