March 24th and 31st, 2025
(Two Nights)
6:00 PM to 8:30 PM
Retire Ready
a two-night retirement education class
Secure Your Spot Now - Limited Seats Available!
LOCATION: McLennan Community College
Michaelis Academic Center (Room #108)
1400 College Dr.
Waco, TX 76708
This is an educational class and no products will be pitched or sold.
Suitable for both Individuals OR Married Couples.
One simple price - no fees and no sales tax!
What You’ll Learn (and Why It’s Essential):
Designing Your Ideal Retirement Plan
Imagine entering retirement with confidence, knowing exactly how much income you'll have. You’ll create a tailored income plan to ensure you don’t outlive your savings.
Lower Your Taxes and Keep More of Your Hard-Earned Money
What if you could legally reduce the tax burden on your retirement accounts? Learn strategies like Roth Conversions to minimize taxes on IRAs and 401(k)s.
Maximize Your Social Security Benefits
With 500+ ways to claim Social Security, it's crucial you choose the option that maximizes your income. This class shows you how to get the most out of Social Security - a benefit you’ve earned.
This class is right FOR YOU if...
You are looking for real education on the retirement planning topics you need without any sales pitches
You have questions about your financial future
You wonder if you'll ever have enough saved to retire
You worry about the future of our Social Security system or fear it may go belly up
You are age 50+ and serious about retirement planning
You have a reasonable amount of retirement assets saved, and want to learn wise investment strategies
One simple price - no fees and no sales tax!
2
Nights of class
850+
Prior students
50+
0
High-pressure sales pitches
Class Schedule
Night One
Monday, Mar 24, 2025 I 6:OO PM - 8:30 PM
The fiscal reality today
Get smart with income taxes
Social Security strategies
We will provide you with a booklet of the lecture slides and space for you to make your own notes during class. You only need to bring a pen. Married couples who register together will be given one booklet.
Night Two
Monday, Mar 31, 2025 I 6:OO PM - 8:30 PM
The rising cost of healthcare
Stock market volatility
Your retirement income planning
Why the $29 Registration Fee Is a Steal:
Value: This class offers you knowledge worth thousands of dollars that could change your retirement outlook forever.
Low Cost, High Return: For just $29, you’ll receive high-quality education that could result in major savings in taxes, Social Security, and healthcare down the line.
No Sales Pitches: Unlike many other retirement courses, we promise no products will be sold - just pure, actionable education.
Your instructors:
Chad Castle, RICP®
Chad Castle is the owner of Winnow Wealth LLC, a fiduciary Registered Investment Advisor. Chad and Winnow Wealth exist to help you create better financial outcomes in retirement. By creating simple, efficient, and transparent investment plans, you’ll benefit by maximizing the income on your investment accounts and Social Security while minimizing your lifetime tax burden. Chad holds the Retirement Income Certified Professional Designation and is a graduate of Baylor University.
Jessica Burch, CFP®
Jessica Burch, a CERTIFIED FINANCIAL PLANNER™, co-founded Winnow Wealth. She holds bachelor’s and master’s degrees in Business Administration, and spent many years as a Tax Accountant. She is a qualified Investment Advisor Representative holding a Series 65 securities license and a Life, Accident, and Health insurance license in several states. She has been married over twenty-three years to her high school sweetheart and loves being mom to three sons.
Register now!
Registration is quick and easy, so don't miss this premium educational opportunity.
One simple price - no fees and no sales tax!
Refund Policy: We are happy to offer a full refund for cancellations made at least 72 hours before Night One of the class. Unfortunately, cancellations made less than 72 hours prior, or no-shows, will not be refunded, as personalized materials are pre-printed. Thank you for your understanding.
© Copyright 2025 Winnow Wealth, LLC. All Rights Reserved.
This is not a part of the Facebook website and is not endorsed by Facebook, Inc. Use of this meeting space does not constitute endorsement of program/meeting or its content by venue's ownership. This workshop and presentation is strictly informational. Not sponsored by or in any way affiliated with the venue where the event is being held or any governmental agency. No specific products will be promoted; however, you will be offered an opportunity to schedule a follow up consultation with the presenter where investments and/or insurance products may be presented or offered. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Winnow Wealth, LLC (“Winnow Wealth”) is a Registered Investment Advisor (“RIA”), located in the State of Texas. Winnow Wealth provides investment advisory and related services for clients nationally. Winnow Wealth will maintain all applicable registration and licenses as required by the various states in which Winnow Wealth conducts business, as applicable. Winnow Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Investment advisory services also offered through Brookstone Wealth Advisors (BWA), a registered investment advisor. Winnow Wealth & BWA are independent of each other.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.