Retirement Income Planning Webinar

Learn how to help protect your retirement income from market swings, tax surprises, and costly withdrawal mistakes.

With Your Host - Brooks Lindblad

Learn what you need to know before you retire or start drawing income from your savings

✅ Wednesday, May 13th 2026, at 11:30 A.M.

✅ Thursday, May 14th 2026, at 6:00 P.M.

This is an important online class for people who are retired or within 5 years of retirement.

Space is limited and will fill up quickly.

What you'll learn:

How to create a retirement income plan that helps protect you from market volatility.
Why the first few years of retirement can be the most dangerous time for your portfolio.
How to avoid selling investments at the wrong time just to cover monthly income needs.
The role Social Security, investments, taxes, and cash reserves should play in your retirement plan.
Common withdrawal mistakes that can cause retirement savings to run out faster than expected.
How to think through income planning before a market downturn, tax change, or major life event forces a rushed decision.
Q&A Session: Ask your retirement income questions and get answers!

Plus learn how to create more confidence and clarity around your retirement income strategy

See what our clients have to say:

Lisa T. - Missouri

"I had several questions about how to turn my savings into reliable income before I found Brooks. After the session, I finally understood what I needed to review before making big retirement decisions. Thank You Brooks!"

Roger G. - Texas

"I was worried about the market dropping right as I was getting ready to retire. This helped me understand how an income plan can protect against making emotional decisions."

Jackson A. - North Carolina

"The webinar made retirement planning feel much clearer. Brooks and the team are top notch. I realized it’s not just about how much you’ve saved, but how you plan to use it."

Your Host:

Brooks Lindblad

Brooks has helped individuals and families better understand how to plan for retirement income, Social Security, taxes, and investment decisions.

Brooks's straightforward approach helps retirees and pre-retirees understand the key decisions they need to make before and during retirement, so they can move forward with more clarity and confidence.

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