Wealth Planning Seminar partners with trusted local financial professionals to host complimentary educational seminars across the United States, on retirement planning, estate planning, wealth management, and tax efficiency.
Email us to be notified of an upcoming seminar in your area.
Each seminar is designed to give you a working understanding of the decisions that shape your next 20 to 30 years, and the advisors hosting them are local professionals who live and work in your community.
Social Security timing, 401(k) and IRA withdrawal strategies, Roth conversions, and building income that lasts.
Structure your legacy so your family inherits your wealth, not a tax bill.
Align investments with goals, risk tolerance, and the realities of today's market.
Keep more of what you've earned through smart withdrawal sequencing, RMD planning, and Roth strategies.
Wealth Planning Seminar is an educational resource. For recommendations on your personal situation, please speak with a qualified financial professional.
Wealth Planning Seminar is an educational resource for Americans approaching or already in retirement. We work behind the scenes with local financial advisors across the country, helping them host complimentary public seminars in their communities.
The advisors bring the expertise. We handle the venue, the invitations, and the logistics, so attendees show up to a well-organized evening focused on education, not a sales pitch.
Social Security retirement benefits are funded by the payroll taxes you and your employers paid throughout your working years. Your benefit is based on your highest 35 years of earnings.
You can claim as early as age 62 or wait as late as 70. Claiming before your full retirement age (67 for anyone born in 1960 or later) permanently reduces your monthly check, while each year you wait past it adds about 8%. For married couples, the timing of each spouse's claim also shapes the survivor benefit. The right answer depends on your health, other income, and tax picture.
This is general information. A qualified professional can help you model the specific claiming strategy that fits your situation.
Money in a traditional 401(k) or IRA has never been taxed, and the IRS requires you to start taking Required Minimum Distributions (RMDs) at age 73. Those withdrawals count as income, and they can push you into a higher bracket, make more of your Social Security taxable, and raise your Medicare Part B and D premiums through the IRMAA surcharge.
Sequencing your withdrawals across traditional, Roth, and taxable accounts, and deciding whether Roth conversions make sense in the years before RMDs begin, can keep more of your savings working for you and your family.
For your specific situation, consult a qualified financial or tax professional, or visit ssa.gov and medicare.gov.
Wealth Planning Seminar is an educational resource for those nearing or in retirement. We partner with local financial professionals across the U.S. to host complimentary public seminars in their communities.
There is no charge to attend. Our seminars are complimentary and strictly educational.
No. We are not affiliated with or endorsed by the Social Security Administration, Medicare, the IRS, or any other government agency.
No. Our seminars are strictly educational. The presenter may offer business cards or brochures about services they provide, but there is no obligation to engage with them during or after the seminar.
Email us at [email protected] and let us know roughly where you are located. We'll reach out when a seminar is scheduled in your area.
Send us an email with your city and state and we'll let you know when a complimentary educational seminar is scheduled in your area.
