Same income architecture. Now in the room with you.

What We Cover

A working session, not a sales pitch.

Retirement income isn’t one decision — it’s six, and they interact. We walk through each one the way it actually gets built, using a case study couple so you can see the numbers move rather than just hear the theory.

1. 01
   The Income Floor How much of your essential monthly expenses are covered by income that doesn’t depend on the market — and how to find that number for your household.
2. 02
   Sequence of Returns Risk Why a market loss in the first years of withdrawals does damage that the same loss never did while you were still saving.
3. 03
   Taxes in Retirement How required distributions can push you into a higher bracket later, and why the years before they begin are a planning window that closes.
4. 04
   Social Security Timing How claiming decisions affect lifetime income, survivor benefits, and the coordination between spouses that’s easy to get backwards.
5. 05
   Fee Leakage What you’re actually paying across your accounts, and what a fraction of a percent compounds to over a thirty-year retirement.
6. 06
   Longevity Planning to a life expectancy rather than an average, and what changes when the plan has to hold up into your nineties.

• Roughly 90 minutes, including live Q&A — bring your specific situation
• No cost to attend, and no products are sold from the stage
• Spouses and partners are encouraged — these are joint decisions
• Limited seating; both evenings cover identical material
• Limited seating — waitlist members are notified before the general public