SWAN (Sleep Well At Night) Retirement-Maximize Income, Minimize Taxes & Protect Wealth!

An online workshop about how to easily understand the rules on your retirement accounts and how you can take advantage of these rules for your benefit.

Online Retirement Income Planning Workshop

Thursday, October 20th
6:30 PM

Saturday, October 22nd
11:00 AM

Tuesday, October 25th
6:30 PM

You can watch the online workshop from your mobile device or computer.

We will discuss the following:

Tax Planning

How you can coordinate your tax, estate, and investment plan by keeping your money from falling through the cracks.

Market Volatility

How to lower the risk of your portfolio while still making good returns.

Social Security

Understanding the latest Social Security rules and how to implement them within your retirement plan.


Understanding the Required Minimum Distribution rules, and how to strategically take distributions to best minimize taxation and penalties.

Income Distribution

Knowing when and how to withdraw from the right accounts will keep you out of the strike zone later in your retirement!

Avoiding Mistakes

Making a mistake with your retirement income plan could cost you thousands. Learn how to avoid the most common errors.

Why we created this online workshop:

If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying.

Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime.

We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.