Strategic Insights for Financial Success
How to Accumulate Money, How to withdraw and Live on it Later
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.
Watch the Workshop Replay
Catch up on the insightful discussions and expert advice from our recent financial strategy workshop. Gain valuable knowledge to enhance your understanding of now and moving into the retirement years.
Key Workshop Topics
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.
Getting Started
Turn $500/month into long-term wealth
Mid-Career
Balance debt, savings, and taxes while building multiple “buckets”
Pre-Retirement
5 income streams in retirement (Social Security, Roth, 401(k)/IRA, insurance/annuities, other assets)
Withdraw and Live on It For Life
Put it together into a step-by-step income plan.
Understanding Economic Challenges
Strategic Financial Planning and Education
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.
Your Income Plan
Put it all together with a step-by-step strategy to turn your savings into reliable, lifelong income.
Take Control of Your Financial Future
Schedule Your Consultation
Connect with your financial advisor today to receive personalized advice tailored to your unique financial situation. Our experts are ready to help you navigate the complexities of the current economic environment and ensure your financial strategies are aligned with your goals. Book your appointment now to secure your financial future.