If you have over $100,000 saved for retirement, 

This workshop will show you how to avoid the most common (and expensive) mistakes retirees make.

Many retirees don’t realize these mistakes until it’s too late to fix them.

Join us for a free, educational session where you’ll learn how to protect, grow, and efficiently pass on your wealth.

⚠️ Seating is limited and typically fills up quickly.

• WHAT YOU’LL LEARN

  • Strategies to avoid running out of money
  • How to reduce taxes on retirement income
  • How Social Security is impacted by your other income
  • Ways to pass assets to heirs with minimal taxes
  • How to prepare for rising healthcare costs
  • Missouri-specific estate planning strategies most people miss

  ---

• Led by Andre Walker, CFA
  With over 20 years of experience helping individuals retire with confidence and avoid costly financial mistakes, Andre will walk you through real-world strategies you can apply immediately.

• WHY ATTEND

  • Get answers to your specific questions
  • Walk away with strategies you can actually use
  • Learn from a CFA with 20+ years of experience
  • Receive a free retirement planning checklist