10/12/2026
Retirement isn't one decision; it's a series of connected ones.
In plain English, and with no sales pitch, we'll walk through questions like:
• Can I afford to retire, and what will my savings realistically need to support?
• When should I take Social Security, especially if I'm still working?
• Which accounts should I draw from first, and could Roth conversions make sense before RMDs?
• How can retirement income affect Medicare premiums?
• How much investment risk is appropriate near retirement, and are my beneficiaries and estate documents up to date?
Register - Free to attend:
https://www.facebook.com/share/1FZ3c7HWnp/