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.

Silo 1604 — San Antonio, TX

434 N Loop 1604 W, San Antonio, TX 78232

Wednesday, October 14th — 6:30 PM

Thursday, October 15th — 6:30 PM

San Antonio | Limited Seating, Registration Required.

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

Retirement Income Planning

How to create predictable, inflation-protected income designed to last your lifetime.

Growth Planning

Growth Planning

How to reduce unnecessary market risk while still allowing for growth.

Healthcare Planning

Healthcare Planning

Understanding Medicare, long-term care exposure, and unexpected costs.

Tax Strategy

Tax Strategy

How many retirees unnecessarily overpay in taxes — and what may be done to reduce it.

Estate Planning Coordination

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

Silo 1604 - 434 N Loop 1604 W, San Antonio, TX 78232
6:30 PM (Plan on arriving by 6:15 PM)
Complimentary Dinner Provided
Bring One Guest

Seating is intentionally limited to maintain discussion quality.

Reserve My Seat

​​Unable to attend but interested in learning more?

If you can't attend due to scheduling conflicts, call 210-310-3075. We'll schedule a one-on-one meeting with an advisor at your convenience. Dinner gift cards will be provided to eligible attendees.

Michael Reese
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.

Reserve Your Seat

Registration Information

Fill out the form below to begin your registration. After submitting, we'll ask a few quick questions to finalize your reservation.

Your reservation will not be confirmed until you speak with someone on our team.

Centennial Advisors, LLC is an investment advisory firm registered with the Securities and Exchange Commission ("SEC") under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or training. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or personalized investment, tax, or legal advice. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.

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.


Austin Office

10815 Ranch Rd. 2222, Bldg 3C, Suite 200 Austin, TX 78730

Get Directions

Hours:
Monday - Thursday: 8:30 - 5:00 PM
Friday: 8:30 - 12:00 PM

Georgetown Office

1008 S. Main St. Georgetown, TX 78626

Get Directions

Hours:
Tuesday - Thursday: 8:30 - 5:00 PM
Friday: By Appointment Only

San Antonio Office

700 E Sonterra Blvd #1207, San Antonio, TX 78258

Get Directions

Hours:
Tuesday - Thursday: 8:30 - 5:00 PM
Friday: By Appointment Only

Salado Office

417 N. Main St., Suite 103 Salado, TX 76571

Get Directions

Hours:
Monday - Friday: By Appointment Only

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services are offered through Centennial Advisors, LLC, an SEC-registered investment advisory. Registration as an investment adviser does not imply any level of skill or training. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.