
BE RETIREMENT PREPARED IS HOSTING A FREE RETIREMENT WORKSHOP IN THE WOODLANDS
Most people spend 20 years building their retirement savings and almost no time learning how to protect it.
Social Security timing mistakes. Unexpected tax bills on 401k and IRA withdrawals. Pension decisions made without running the numbers. Company stock strategies most employees never hear about. These are not rare problems. They are what happens when people retire without the right information at the right time.
This free 2-Night Workshop covers what most people wish they had known years earlier.
WHAT YOU WILL LEARN ACROSS BOTH NIGHTS:
Social Security Timing Pension Lump Sum or Annuity Decisions Company Stock NUA Strategies Roth Conversions Retirement Income Planning 401k and IRA Tax Strategy Sequence of Returns Risk How to Avoid Probate Charitable Tax Planning
WHO IS TEACHING:
A Certified Financial Planner and former tax attorney. Plain language. Real answers. No products sold and no sales pitch at the end of either session.
EVENT DETAILS:
Night 1: Tuesday, May 12, 2026 at 7:00 PM Night 2: Thursday, May 14, 2026 at 7:00 PM
Kevin Brady Library and Community Center
Jim and Nelda Blair Classroom, Room 116
2250 Buckthorne Place, The Woodlands TX 77380
One registration covers both nights. Seats are limited. Reserve yours now at beretirementprepared.com/05121426-woodlands-rsvp
BONUS:
One attendee will win a free NAD+ Home Kit from Axiom Healthspan (retail value $299) drawn at the close of Night 1. You must be present to win.