Next Workshop Sessions: Tuesday & Thursday at 7:00 PM EST
How To Keep $100,000 to $300,000+ of Your Retirement Wealth Without High-Fee Products or Taking More Risk
The 3 Common Retirement Mistakes That Cause Retirees with $1,000,000+ Nest Egg To Run Out of Money Faster Than Expected – And How To Avoid Them
What You'll Discover In This Workshop:
The Hidden Income Gap
Why most retirees with $1M saved will need $1.5M-$2M in actual purchasing power – and the 3 key strategies to close the gap without saving another dollar.
The Tax-Alpha Advantage
How to turn tax strategy into your most reliable income stream – the withdrawal sequencing system that could save you
$100K-$300K in lifetime taxes.
The Investment Stacking System
How to structure your portfolio across three buckets – so you can prevent having to sell in a down market and weather economic storms.
MEET YOUR PRESENTER:
Hello, I'm Scott Kline, RFC®
Hi, I'm Scott Kline. My focus is retirement planning – from helping grow and protect wealth, to implementing tax-efficient retirement income distribution strategies. I hold the Registered Financial Consultant™ designation from the IARFC.
My professional passion is witnessing people's lives empowered by a solid financial plan for retirement – some literally transforming from anxiety to confidence about their future. It's gratifying, and it's why I do what I do.
So, when I'm not spending time with my wife and tending our horses, I use my professional experience and education helping people like you to plan and enjoy their retirement with confidence.
- Registered Financial Consultant™
- CRD#: 3061985
- FINRA Series 7, Series 63 & 65
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax advice. Please consult one of our legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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