For professionals age 50-60 with $500K+ in savings approaching retirement.
How to Turn Scattered Accounts, Social Security Decisions, and Tax Uncertainty Into a Clear Retirement Roadmap.
A live workshop with a guided planning framework and clear next steps to help you finally feel settled about your finances…without becoming overwhelmed or a financial expert yourself.
What our clients are saying
Parker - Business Owner
Self-employed father creates financial safety net through strategic investing and life insurance planning.
Barry - Career Coach & Educator
Educator builds freedom to retire at 62 and work by choice, not necessity.
Jill - Retirement Plan Implementation Specialist
Independent planner learns to relax through consolidation and trust.
Full Name - Title
Context
STILL FEELING UNSURE ABOUT YOUR retirement plan?
3 hidden money mistakes that leave retirees overpaying taxes, second-guessing Social Security, and anxious about running out of money
What every near-retiree deserves to know about turning years of saving into a clear, coordinated plan, without confusion, overwhelm, or guesswork.
Are you...
Unsure how to organize your 401(k)s, IRAs, and pensions into a steady income plan?
Confused about when to claim Social Security or how it affects your taxes?
Wondering if you’ll owe more in taxes during retirement than while working?
Longing for a sense of clarity and confidence that you’re truly ready to retire?
Who This Workshop is For
Professionals age 50–60, with $500K+ saved, ready to turn their nest egg into a plan that lasts.
Couples and individuals who want clarity on how Social Security, taxes, and investments fit together, without financial jargon.
Anyone who wants clear next steps, not a sales pitch, just practical, step-by-step guidance to help you retire with confidence.
100% FREE AND YOU CAN ATTEND VIRTUALLY FROM ANYWHERE
Join The Free Workshop On November 13, at 05:00 PM CT
Join others who have gone from anxiety to financial clarity.
Standard Price: $497+
Today: 100% FREE
November 13, 2025
05:00 PM CT
BEFORE AND AFTER
This Workshop Can Bring You
Clarity, Confidence, and Calm
15+ years of helping families in across the country.
BEFORE
“I don’t know when to claim Social Security...or how it affects my taxes.”
“I have accounts everywhere and no idea which to touch first.”
“Every advisor tells me something different.”
“I’m nervous to retire because I don’t know if I’ve saved enough.”
“I feel like my finances are scattered and I’m missing something.”
AFTER
“I finally see how my accounts, taxes, and income fit together.”
“I know exactly when to claim Social Security and how to avoid IRMAA surprises.”
“I feel confident, organized, and prepared for retirement.”
“I have a written plan that helps me keep more after taxes.”
“I’m no longer guessing...I have clarity and peace about my next steps.”
THE EVENT CURRICULUM
The Workshop Outline
[Main Topic 1]
[Sub-topic 1]
[Sub-topic 2]
[Sub-topic 3]
[Main Topic 2]
[Sub-topic 1]
[Sub-topic 2]
[Sub-topic 3]
[Main Topic 3]
[Sub-topic 1]
[Sub-topic 2]
[Sub-topic 3]
Your future self thanks you.
Join The Workshop Now!
