Will Your Retirement Thrive—Or Merely Survive?
Most retirees overpay the IRS—simply because no one told them this:
There’s a difference between mandatory and optional taxes.
What if the biggest threat to your retirement isn’t what you expected?
You’ve done the right things—saved diligently, built your portfolio, enrolled in Medicare, maybe even set up a trust.
But if everything is sitting there like a bunch of unconnected ingredients… Where’s the recipe? Who’s coordinating it all?
Even smart decisions can backfire without a clear strategy:
- A routine withdrawal can trigger a tax chain reaction
- Income spikes can double your Medicare premiums
- A surviving spouse could face a tax rate up to 87% higher
- Early market losses can undermine long-term income
That’s where the THRIVE Planning Framework™ comes in— to help you connect the dots, follow a coordinated plan, and make every part of retirement work together.
At This Complimentary Dinner Event, You’ll Learn:
- How the THRIVE Planning Framework™ can uncover hidden tax traps—and potentially save you tens of thousands, even hundreds of thousands, in avoidable taxes throughout retirement.
- How one small withdrawal can set off a domino effect—impacting taxes, income, and Medicare premiums
- How to reduce the risk of the Widow’s Penalty—and protect your surviving spouse’s income
- How to protect your income by drawing from the right accounts—so you’re not forced to sell investments in a down market
- Why coordinated planning matters—when your decisions in one area (like taxes or income) quietly affect everything else
- Learn how the THRIVE Planning Framework™ can uncover blind spots in your retirement plan—before they become costly mistakes.
We designed this event for those who have saved $500,000 or more for retirement and want to explore strategies that go beyond basic investment planning.