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We partner with local professionals nationwide to host educational workshops, both online and in-person, to help current and pre-retirees take control of their financial future with our simple "3 Step Retirement Plan" process.
Your host starts by getting a clear picture of where you are financially today. This means taking a close look at your income, savings, investments, and goals—so your money can be aligned with what truly matters most in your life.
Your host takes a detailed look at your portfolio to see how it would hold up during past market downturns. They also uncover hidden fees, tax inefficiencies, and potential weak spots that could be costing you money over time.
At the end of the process, you receive a customized plan built around your goals. It’s designed to help create reliable income in retirement while protecting what you’ve worked hard to build for the future.
Don't let the shifting landscape catch you off guard. Here is the critical intelligence every savvy investor needs to leverage right now.
New legislation has introduced significant changes that could impact your estate planning and tax strategies. There are new provisions that you should probably talk to your advisor about immediately.
Changes to estate tax exemptions
New rules for inherited IRAs
If you are 55 or older, recent proposals and adjustments to the Social Security system may directly impact your benefits. It's crucial to understand these potential changes before you file.
COLA adjustment forecasts
Full Retirement Age (FRA) shifts
The Tax Cuts & Jobs Act is scheduled to expire on December 31, 2025. Without action, consumers could face a significant tax increase as brackets revert to higher historical rates.
The traditional mix of stocks and bonds failed in 2022. Let your host educate you on more modern approaches designed to immunize assets and engineer reliable income.
Before you meet with any financial professional, you owe it to yourself to have answers to these critical questions. This is your personal audit to ensure you are truly prepared.
1
Can I articulate the specific purpose of every single investment in my portfolio, or do I just own a collection of products?
2
Do I have a specific strategy to mitigate the impact of the Tax Cuts & Jobs Act expiration in 2026?
3
Do I know the total cost of my portfolio—including hidden expense ratios and advisory fees—and is that cost justified?
4
Do I have a written 'Income Engineering' plan that generates reliable cash flow regardless of market volatility?
5
If the market drops 20% tomorrow, do I know exactly how much of my retirement income is at risk?
6
Am I still relying on the traditional 60/40 portfolio model that failed in 2022, or have I adopted a modern asset immunization strategy?
7
Do I know my 'provisional income' number and how it triggers taxes on my Social Security benefits?
8
Is my estate plan updated to reflect the elimination of the 'Stretch IRA', or will my heirs face a massive tax bomb?
9
Has my plan been stress-tested against high inflation and 'sequence of returns' risk?
10
Is my current strategy built on a comprehensive 'Sovereign Blueprint', or is it just a pie chart of mutual funds?
These are the kind of questions people are asking at our educational events. We want to make sure you have the answers so you can be super well-informed.
"The only bad question is the one you don't ask."