Most retirement plans are built for the working years — not for when income actually starts.

Once you’re near retirement or already there, the biggest risks shift from “am I saving enough?” to:

• How much of my income will be lost to taxes?
• Which accounts should I take money from first?
• How much market risk can I afford when I’m also withdrawing?

In this 30-minute webinar, Kevin Thompson, CFP®, RICP®, EA walks through the three areas that drive real retirement outcomes:

• Tax planning and why many retirees pay more in taxes than they expect
• How income strategy affects how long your money lasts
• Managing risk without sitting on too much cash or chasing returns

We’ll also cover what you can still adjust early in the year — including Roth planning, withholding, and beneficiary updates — before small mistakes become permanent ones.

This session is designed for pre-retirees and retirees who want clarity, not sales pitches.

👉 Stay for the full session and you’ll also hear when it makes sense to get professional help, and when it doesn’t.