Protecting Your Retirement in a Changing Economy

Rising prices and unexpected taxes can quietly erode decades of savings. This workshop gives you practical, actionable strategies to help your money go further in retirement.

• How inflation impacts your retirement income

• Tax-smart withdrawal strategies for retirees

• Social Security timing & planning

• Roth conversion opportunities you may be missing

• Preserving wealth for future generations

Your presenter:

Thomas Wade, RICP®

Tom Wade has over 30 years of experience working in the financial services industry. In 2004 he sold a national wholesale firm to an international financial institution and then started Income Planning Group, LLC. Tom built the firm with the understanding of what clients need. The firm was built as an independent advisory group made up of Financial Advisors, an Enrolled Agent, an Estate Planning Attorney and a knowledgeable support team.

Outside of finance, Tom enjoys keeping active with golf and spending time with his family.

Thomas Wade is an Investment Advisor Representative of Kure Advisory, LLC.

Once registered, a member of our team will reach out to confirm your spot(s)