We are bringing experienced pre-retirees and retirees together in The Woodlands for two Saturday mornings of focused discussion on the decisions that define what retirement actually looks like.
A CFP and former tax attorney guides the discussion.
What gets discussed at the table:
- Social Security Timing
- Pension Lump Sum vs Annuity
- Roth Conversion Strategy
- Estate Planning and Probate Avoidance
- Retirement Tax Strategy
- Company Stock and NUA Elections
- Sequence of Returns Risk Charitable Giving Strategy
Bring your questions and your plan (if you already have one).
Saturday May 30 and Saturday June 6, 2026 10:00 AM to 12:00 PM each morning Doors open at 9:45 AM
Kevin Brady Library
2250 Buckthorne Place
The Woodlands, TX 77380
Free parking on site
Complimentary. One registration covers both mornings. Seating is limited.
Register at beretirementprepared.com/0530-0606-woodlands-rsvp