How much income can I safely take from my retirement?
RETIREMENT & LEGACY WORKSHOP
Protect What You’ve Built.
Prepare for What’s Ahead.
Retirement isn’t simply about how much you’ve saved. It’s about turning savings into income, preparing for unexpected expenses, caring for the people you love, and making informed decisions about your legacy.
RESERVE YOUR SEAT ↗RETIREMENT CHANGES THE QUESTIONS
Work. Save. Build.
Then the question changes.
For most of your working life, the goal may have been simple: accumulate. Eventually the question becomes: “How do I make what I’ve built work for me and my family?”
If you’ve asked even one of the questions below, this workshop is designed to help you understand what deserves a closer look.
Do any of these questions
sound familiar?
Could a major market downturn affect my retirement plans?
What happens financially if my spouse passes away first?
When should I consider taking Social Security?
What happens to my 401(k) or IRA when I die?
How do annuities actually work?
Do I still need life insurance after I retire?
How could long-term-care expenses affect our plans?
Are my beneficiaries and important financial information up to date?
Am I leaving my family a plan they can understand?
WHAT WE’LL DISCUSS
Seven conversations
worth having.
Creating retirement income
We’ll discuss withdrawals, longevity, and ways people may structure income during retirement.
Protecting what you’ve built
We’ll discuss market risk, timing risk, and general protection considerations as retirement approaches.
Understanding annuities
We’ll explain what annuities are, why some retirees consider them, how types may work, and potential advantages and limitations—including liquidity and surrender periods.
Life insurance after retirement
We’ll discuss general situations involving a surviving spouse, debts, final expenses, family protection, and legacy needs.
The long-term-care question
We’ll discuss general considerations families may evaluate when preparing for potential long-term-care expenses.
What happens when one spouse dies?
We’ll discuss questions couples may want to consider while they are both able to make decisions together.
Leaving a legacy
We’ll discuss beneficiaries, life insurance, retirement accounts, and questions families may consider when preparing a financial legacy.
WHAT YOU’LL RECEIVE
Leave with more
than notes.
Every attending household will receive a Retirement & Legacy Checklist designed to help identify areas of their financial life that may deserve another look.
“You don’t have to become a financial expert. You just need to know the right questions to ask.”