Dream Retirement Make Your Money Last

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A PRIVATE RETIREMENT PLANNING EVENING

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Event Details

Date

Time

Venue

Deposit

$10 Refundable

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A Limited Evening.

This strategy evening is intentionally small. Attendance is capped so the discussion stays focused and every participant can engage directly with the content. When the seats are filled, registration closes.

Reserve Your Spot

Seating is limited.

Secure Your Spot

Register for the Strategy Evening.

One evening of focused discussion on portfolio strategy and making your money last throughout retirement. Learn how to build an investment strategy that survives market downturns, how to withdraw efficiently, and how to manage your portfolio so your money lasts 30+ years. Below is what to expect.

Submit your registrationTakes under 60 seconds. $10 refundable deposit required to hold your seat.

Check your inboxYou will receive confirmation with the date, time, venue details, and parking instructions.

Attend on August 5Wednesday, August 5 at 7:00 PM. Doors open at 6:45 PM. Bring the $10 refundable deposit to refund at the door when you arrive.

Seating is limited.

Venue Details

Where to Show Up.

Arrive a few minutes early to get settled before the evening begins. Doors open at 6:45 PM. Free parking is available on site.

Location

Get Directions

Date & Time

Doors Open

6:45 PM - arrive early, seating fills fast

What You Will Learn

Topics Covered This Evening.

Topic 01

Portfolio Risk & Asset Allocation

How to structure your portfolio for retirement income. The difference between growth portfolios and retirement income portfolios. How much risk is appropriate when you are no longer earning wages.

Topic 02

Withdrawal Sequencing & Efficiency

The order in which you withdraw from accounts determines how long your money lasts. Learn the tax-efficient withdrawal strategy designed to minimize taxes and maximize portfolio longevity.

Topic 03

Sequence of Returns Risk

Why market downturns early in retirement are more damaging than late downturns. How to design a portfolio and withdrawal strategy that survives a major market drop in your first retirement years.

Topic 04

Rebalancing & Discipline in Markets

How to rebalance your portfolio systematically rather than emotionally. Why staying disciplined during market crashes is harder than it sounds and how to build systems that keep you on track.

Topic 05

Diversification Beyond Stocks

Bonds alone are not retirement income. Learn how to build portfolio diversification with alternatives, dividend strategies, and other income sources designed to sustain retirement lifestyle.

Secure Your Place at the Table.

This strategy evening is intentionally small. When the seats are filled, registration closes.

Reserve Your Spot

Seating is limited.

Common Questions

What People Ask Before They Attend.

Is this a sales presentation?

This evening covers portfolio strategy, withdrawal sequencing, and how to structure your retirement assets to last. You will walk away with concrete techniques you can discuss with your advisor.

What is the $10 refundable deposit?

Registration requires a $10 refundable deposit to secure your seat. If you attend the evening on August 5, your $10 deposit is refunded at the door. If you do not attend, your deposit is forfeited and cannot be refunded.

How long is the evening?

The strategy evening runs from 7:00 PM to 9:00 PM (2 hours). Doors open at 6:45 PM.

Can I bring my spouse or partner?

Yes. Spouses and partners are encouraged to attend. When registering, indicate that you are bringing a guest and we will reserve two seats. Portfolio and withdrawal decisions affect the entire household, and it helps to work through them together.

Is this strategy evening right for my situation?

If your main concern is whether your retirement portfolio will last as long as you do, this evening was built for you. Whether your assets are $500k or $5M, whether you are still working or already retired, this session focuses on portfolio strategies and withdrawal discipline designed to sustain retirement income through any market condition.

I already have a financial advisor. Is this still for me?

Yes. Most attendees already work with an advisor. What brings them is not the absence of portfolio strategy. It is the question of whether their current approach is designed specifically for retirement income, or whether it still reflects a growth-focused strategy that is no longer appropriate. This evening is designed to help you evaluate your portfolio construction and withdrawal strategy independently.