The New Rules of Retirement in 2026

Date and Time

August 4, 2026 6:00 pm

Location

In-person

About Event

Retirement planning is changing, and the strategies that worked years ago may not be enough for today’s retirees and pre-retirees.

If you’re already retired or planning to retire within the next five years, now is the time to take a closer look at the retirement you’re building. With ongoing changes in tax laws, market conditions, inflation, interest rates, and economic policy, staying informed and prepared has never been more important.

Join us for The New Rules of Retirement in 2026, a complimentary educational seminar designed to help you better understand the key financial factors that may impact your retirement today and in the years ahead.

Hosted by experienced fiduciary retirement planning professionals, this event will address common questions and challenges retirees face, including how to manage market risk, reduce taxes, protect income, plan for long-term care, and create a lasting legacy.

What You’ll Learn

Inflation
See how rising prices could affect your retirement and what steps you can take to stay ahead.

Market Fluctuations
Understand how market volatility, tariffs, inflation, and interest rates may impact your retirement picture.

IRA, 401(k), and Mutual Funds
Take a closer look at your IRA, 401(k), and mutual funds to spot hidden fees, understand your options, and evaluate whether a Roth conversion strategy may be worth considering.

Tax Reduction
Learn strategies that may help minimize taxes and allow you to keep more of your hard-earned retirement money.

IRA Withdrawals and Social Security
Discover how IRA withdrawals may affect the taxation of your Social Security benefits and what planning strategies may help reduce unnecessary tax exposure.

Retirement Income
Explore tools and strategies designed to help create steady, reliable income that can last throughout retirement.

The Big, Beautiful Bill
Learn how recent legislation could influence retirement planning and what changes may be worth paying attention to going forward.

Who Should Attend

This seminar is ideal for individuals and couples who are:

  • Already retired
  • Planning to retire within the next five years
  • Concerned about taxes, inflation, or market risk
  • Unsure if their retirement income strategy is built to last
  • Interested in protecting their assets and creating a legacy
  • Looking for updated retirement planning information for 2026

FAQs

Refund policy:

We provide a time frame for unlimited replay that you can use to watch the event. Since the replay is available, no refunds will be given if you can’t make the event.

If the event is canceled and not rescheduled, a full refund will be provided. There will be no refunds for online events if rescheduled because the replay will be available if you can’t make the live event.

Payments:

All of our events have a registration deadline which is typically a few days prior to the event; therefore, we will not be able to offer a pay at the door option at this time. This will allow us to be organized and ready to receive our guests.

First, thank you for considering someone else. We do keep a list of people who would like to attend one of our events but can’t afford to. You can send an email to Laine, our marketing assistant at info@integrityfsi.com and let her know that you would like to donate to another person’s ticket and she will ensure that your blessing covers the cost of another attendee. Your planted seed for one of our
events may be just the change the next person needs. Consult your tax professional for any tax related questions.

We are always looking for energetic, on-time, organized, and fun people to be a volunteer for our events. If you feel you fit this description, send us an email to info@integrityfsi.com and let us know you would like to volunteer. If you truly can not afford to attend our event, and do not want to be a volunteer, we will add you to our financial assistance list and if someone volunteers to be a blessing to cover a ticket cost, those funds will be used to cover your cost of attendance for the particular event of interest.

Yes, almost all of our in-person events require volunteers. Please send an email to Laine; her email address is info@integrityfsi.com and she will let you know of any available volunteer opportunities. Volunteers may attend the event at no cost for the event in which they are volunteering.