Centennial Advisors Presents
The Retiring Well Seminar Series
How to Retire R.I.G.H.T.(E.)
Learn How to Structure Your Retirement Around Income, Taxes, and Long-Term Stability — Not Market Guesswork or Cookie Cutter Approaches
Join Centennial Advisors for a complimentary, educational dinner workshop focused on retirement income, tax strategy, market volatility, healthcare costs, and estate-planning coordination.
No upcoming events — check back soon
THE CORE PROBLEM
Retirement is no longer about simply accumulating money.
The real questions are:
- • How do I create reliable income without draining my portfolio?
- • How do I reduce taxes on my IRA or 401(k)?
- • What happens if the market drops early in retirement?
- • How do healthcare costs impact my income plan?
- • Will my spouse be protected if something happens to me?
Most retirees have investments. Very few have a coordinated retirement plan. That's where the Retiring R.I.G.H.T.(E.) Process comes in.
Introducing Retiring R.I.G.H.T.(E.)
At this seminar, you will learn how our firm helps clients structure retirement across five critical, interconnected areas.
Retirement Income Planning
How to create predictable, inflation-protected income designed to last your lifetime.
Growth Planning
How to reduce unnecessary market risk while still allowing for growth.
Healthcare Planning
Understanding Medicare, long-term care exposure, and unexpected costs.
Tax Strategy
How many retirees unnecessarily overpay in taxes — and what may be done to reduce it.
Estate Planning Coordination
Ensuring assets transfer efficiently and according to your wishes.
Engaging Guidance
What you will learn:
During this complimentary workshop, you will discover:
- Strategies designed to help reduce the risk of running out of money.
- Ways to potentially reduce retirement tax exposure.
- How to structure income so market downturns don't derail retirement.
- The importance of coordinating healthcare and estate planning with your income strategy.
- The most common retirement planning mistakes we see.
This is an educational event. No products will be sold at the dinner.
Is this for you?
Who should attend?:
This educational seminar may be especially helpful for individuals and households who are:
- Preparing for important retirement planning decisions
- Interested in creating a more coordinated retirement income strategy
- Looking to better understand how taxes may affect retirement income
- Wanting to plan for market volatility and long-term financial stability
- Considering how IRAs, 401(k)s, pensions, or investment accounts fit into a broader retirement plan
- Exploring whether professional financial guidance may be appropriate
Seating is limited, and registration is required.
Seminar details
Seating is intentionally limited to maintain discussion quality.
Reserve My SeatUnable to attend but interested in learning more?
If you can't attend due to scheduling conflicts, call 512-265-5000. We'll schedule a one-on-one meeting with an advisor at your convenience. Dinner gift cards will be provided to eligible attendees.
About the speaker
Presented by Michael Reese, CFP®
Founder, Centennial Advisors, LLC.
Author of Retiring Well
Host of Retiring Well TV Show
Our firm specializes in retirement income and tax-efficient planning for individuals approaching or in retirement.