Modern Retirement Planning
5 Principles for a Confident Future
Join us for a no cost 45-minute educational webinar for pre-retirees & retirees
Gain Clarity & Confidence
for Your Retirement
- Discover strategies to help protect your income
- Learn how to manage market risks
- Develop a customized strategy for your retirement goals
What You'll Learn
Lesson Overall Risk To Your Income
Appropriate Asset Allocation
Monitor Taxes in Retirement
Plan for Longevity
Meet Your Presenter
Michael Henry, CRC
National Financial Speaker, Certified Retirement Counselor and Fiduciary Financial Advisory with over 10 years of experience helping individuals pursue their retirement goals.
Reserve Your Seat Now!
Your retirement deserves clarity. We’re here to make it simple.
What Others Have Said
Straight-forward and honest
Professional and easy to understand
Down to Earth Advisors
Frequently Asked Questions
How long is the webinar?
Expect to block out 45 minutes to 1 hour. This gives you enough time to learn the material and get your questions answered without feeling rushed.
Will there be a replay?
There will not be a replay. To get the full value of the session, we encourage you to attend live.
Is this a sales pitch?
No. Nothing will be sold during the webinar. This session is designed to primarily educational. For those who want personalized guidance afterward, we do offer complimentary consultations.
Is there any cost to attend?
There is no cost to attend. The only investment is your time, so we recommend putting away distractions and being fully present to get the most out of the session.
Who is this for?
This webinar is designed for pre‑retirees, retirees, individuals, families, and business owners who want to help position their retirement to address today’s challenges and uncertainties.
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting, and Education services offered through Wealth Advisory Now. Wealth Advisory Now is a separate and unaffiliated entity from Simplicity Wealth.