The Retirement Blueprint

Retirement isn’t a finish line. It’s a transition, and the years just before and after it can shape everything that follows.

Join Danny Ratliff and Jon Penn of RIA Advisors for an educational workshop, with breakfast included, that walks through the key decisions pre-retirees face.

• Social Security & Medicare: Avoid costly, lifelong mistakes
• Taxes & HSAs: Keep more of what you’ve saved
• Market Risk: Protect your nest egg when it matters most
• Big Unknowns: Plan for housing, care & inflation

Event Type: In-Person Event
Location: 9595 Six Pines Dr, Suite 1100, The Woodlands, TX 77380