The 7 Key Decisions to Make Before Retirement That Can Determine Whether Your Money Lasts
Free online class:
YOUR CURRICULUM
What You'll Learn
Seven plain-English decisions, walked through one at a time — no jargon, no pressure, just the questions worth answering before you retire.
1When to claim Social Security
Timing this one benefit can mean tens of thousands over a lifetime. Learn how to weigh it against your health, spouse, and income needs.
2Turn savings into a monthly paycheck
How to convert a lump sum into steady, dependable income you can actually live on.
3Protect against an early market drop
Why a downturn in your first years of retirement is uniquely dangerous — and how to guard against it.
4 Managing taxes across your accounts
Which accounts to draw from first, and how thoughtful sequencing can keep your money working for you.
5Healthcare & long-term care costs
Planning for the expenses most retirement plans quietly ignore until it's too late.
6Making your money outlive you
Strategies to reduce the risk of running out — so your income lasts as long as you do.
7Leaving what you intend to your family
How to pass on what you've built — clearly, efficiently, and to the people you choose.
What to Expect
Approachable, honest, and easy to attend - here's exactly what you're
signing up for.
Live online class
Join from home on your computer, tablet, or phone. Nothing to install.
About 60 minutes
A focused hour - clear enough to follow, short enough to fit your evening.
Free - bring your questions
No cost, no obligation. Come with the questions keeping you up at night.
MEET YOUR PRESENTER
Dan Ockey
Financial Planner at Three Phases Wealth Advisors
“A registered investment advisor guiding clients through every phase of life. My job in that hour is simple - help you leave less overwhelmed than you walked in.”
LEARN HOW TO MAKE THE DECISIONS THAT IMPACT YOUR FINANCIAL FUTURE
The 7 Key Decisions to Make Before Retirement That Can Determine Whether Your Money Lasts
Join our free educational webinar hosted by Three Phases Wealth Advisors, LLC: The 7 Key Decisions to Make Before Retirement That Can Determine Whether Your Money Lasts. Webinars are held every Wednesday at 7:00 PM Central Time. This presentation is for general informational and educational purposes only and does not constitute investment, legal, or tax advice, nor is it a solicitation to provide advisory services in any jurisdiction where we are not authorized or exempt. Participation does not create an advisory relationship. Any follow-up or individualized advice will be provided only after we comply with applicable jurisdiction requirements. Information is believed to be from reliable sources; however, we make no representations as to accuracy or completeness. Please discuss your specific situation with an advisor, accountant, and/or legal counsel before implementing any strategy.