Live Financial Strategy Session
How to Accumulate Money — and How to Withdraw and Live on It
In this 90-minute workshop, “How to Accumulate Money — and How to Withdraw and Live on It,” you’ll learn the principles of building and protecting wealth at every stage of life. We’ll cover how to consistently accumulate money through disciplined investing, the different vehicles available for growth and retirement income, and smart strategies for withdrawing money in retirement without running out.
WHEN
Saturday, Sept. 13, 2025
TIME
10:30am Central Time / 8:30am Pacific Time
COST
FREE TO REGISTER AND ATTEND
Join our 90-minute workshop covering every stage of your financial journey.
Learn how to grow your money, protect it, and turn it into income you won’t outlive. In just 90 minutes, we’ll cover simple strategies for accumulating wealth, choosing the right investment vehicles, and creating a plan for lifelong income.
Are you prepared to turn your savings into income you can’t outlive?
Most people focus on growing their savings but never learn how to turn that nest egg into lasting income. In this workshop, you’ll discover proven strategies to transform your assets into reliable cash flow, balance growth and safety, and ensure your money works for you — not just while you’re saving, but throughout your entire retirement.
Disciplined Growth
Learn how to consistently accumulate wealth over time by following proven investing habits and staying committed to your plan.
Smart Investment Vehicles
Understand the different tools available, from Roth IRAs to 401(k)s and annuities, and how each can support both growth and income.
Withdrawal Strategies
Discover practical methods to withdraw money in retirement so your income lasts as long as you do.
Balancing Priorities
Explore how to adjust your approach as life changes, balancing the need for growth, safety, and income at every stage.
Maximizing Resources
See how to make the most of Social Security, retirement accounts, and insurance-based solutions to strengthen your income plan.
Your Income Plan
Put it all together with a step-by-step strategy to turn your savings into reliable, lifelong income.
FAQs
What is the Live Financial Strategy Session?
Our Live Financial Strategy Session is an interactive online event designed to help you get on track financially. We’ll introduce you to our Financial GPS Approach, which combines defensive and offensive strategies to protect, grow, and automate your wealth into retirement.
How long is the session?
The session lasts approximately 90 minutes, including time for Q&A where you can get personalized guidance from our experts.
Who should attend this session?
This live workshop is ideal for anyone who wants to:
✅ Get clear on their financial goals and create a simple, actionable plan for success
✅ Streamline and automate their money management to save time and reduce stress
✅ Minimize financial risks while unlocking smart growth opportunities
✅ Build a personalized Financial GPS — a step-by-step roadmap toward long-term wealth and security
What will I learn in this session?
You’ll learn how to:
✅ Apply a Financial GPS Approach that adjusts with each stage of life and financial milestone
✅ Use defensive and offensive strategies to protect what you’ve built and grow wealth along the way
✅ Automate and simplify your financial plan, making it easier to manage through life’s transitions
✅ Maximize your income at every stage and build a clear path toward long-term financial freedom and retirement