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
