November 4th and 11th, 2024

(Two Nights)

6:00 PM to 8:30 PM

Retire Ready

a complimentary two-night retirement education class

LOCATION: McLennan Community College

Michaelis Academic Center (Room #111)

1400 College Dr.

Waco, TX 76708

This is a complimentary education class, and nothing will be sold.

What you'll learn in this class...

Designing your ideal retirement plan

Create an income plan to help you avoid the fear of running out of money in retirement, and gain confidence about your retirement so you can build the life you want!

Reducing your income taxes

Learn how accounts like IRAs and 401Ks could be taxed and what it means for you. Discover if now is the right time for Roth Conversions.

Maximizing Social Security benefits

Learn how to choose the Social Security benefit claiming option that pays you the most income (there are 500+ ways to claim!)

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

2

Nights of class

750+

Prior students

50+

Years of instructor experience

0

High-pressure sales pitches

Night One

Monday, Nov 4, 2024 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.

Night Two

Monday, Nov 11, 2024 I 6:OO PM - 8:30 PM

  • The rising cost of healthcare

  • Stock market volatility

  • Your retirement income planning

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 fast and free, so don't miss this premium educational opportunity.

© Copyright 2024 Winnow Wealth, LLC. All Rights Reserved.

(254) 776-8400

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.