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5 Retirement Decisions You Should Not Guess On

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Three Quick Steps Before the Webinar

  • 1. Add webinar to your calendar

    Reserve the time now so another commitment doesn’t take its place.

  • 2. Invite your spouse

    Retirement decisions often affect the entire household, so we encourage both decision-makers to attend.

  • 3. Bring your questions

    Think about the areas of retirement where you feel the least certain, especially income, Social Security, taxes, investments, healthcare, or leaving a legacy.

During This Webinar,

You'll Learn How to Think Through:

  • Creating reliable retirement income that is designed to support your lifestyle


  • Maximizing Social Security within your larger retirement-income strategy


  • Choosing which accounts to draw from & understanding how that decision may affect taxes & future income


  • Managing investment risk without losing sight of long-term growth & inflation


  • Preparing for healthcare & legacy decisions that may affect both you & the people you care about


Most importantly, you’ll see why these decisions should work together rather than being made independently.

"Having retirement accounts is not necessarily the same as having a retirement plan."

Studio portrait of a man in a blue blazer and light blue shirt against a white background

Chad Miller

Your Presenter

Wealth Advisor | Licensed Retirement Professional


Chad helps individuals and families evaluate the important decisions surrounding retirement income, Social Security, investments, taxes, healthcare, and legacy planning. His approach focuses on helping people understand how their financial decisions interact so they can make informed choices about retirement.


Here's What Happens Next

Right now: You’ll receive a confirmation email with the webinar details.


Before the webinar: We’ll send you a reminder so you have the access link available.


On webinar day: Join a few minutes early using the link in your confirmation or reminder email.


The presentation will begin promptly, so please plan to connect at least five minutes before the scheduled start time.