Turn Retirement Uncertainty Into a Clear, Actionable Plan
Retirement isn’t just about saving enough — it’s about making smart decisions at the right time.
Retirement University is a step-by-step educational series designed to help you avoid costly mistakes, reduce lifetime taxes, and create reliable income you can actually live on.
Who This Is For
Pre-retirees and retirees who want clarity, not guesswork — especially those with meaningful assets who know decisions now will shape the next 20–30 years.
March 3rd: Part 1: Social Security & Medicare — Get These Right First
Small filing or Medicare decisions can cost tens of thousands over retirement. Learn how timing, spousal strategies, and Medicare choices work together so you can make confident, informed decisions.
March 10th: Part 2: Income & Tax Planning — Make Your Money Last
Learn how to turn savings into predictable retirement income while reducing unnecessary taxes. See how withdrawal order, Roth strategies, and tax-efficient income streams can dramatically impact how long your money lasts.
March 24th: Part 3: Enhanced Legacy Planning — Protect What You’ve Built
Discover strategies to reduce estate taxes, protect assets, and create a legacy plan that supports your family and your values — not the IRS.
March 31st: Bonus: The Elephant in the Room — Planning for Aging & Family Realities
Learn how to prepare for long-term care risks, help aging parents, and avoid financial and emotional chaos during health or life transitions.
Attendees can attend all sessions or only those that interest them. Please RSVP to
anJhZ2lucyB8IHNvZmF1c2EgISBvcmc= or call 563-223-8887.
You may also like the following events from First Serve Financial:
Also check out other
Health & Wellness events in Geneseo.
